Canceled? Why? As the California home insurance crisis worsens, Certified Financial Planners® (CFPs) are uniquely positioned to help. California is known for its picturesque landscapes and laid-back lifestyle. Unfortunately, it is also known for its natural disasters residents must contend with in choosing to live in such an amazing location. But, there is a new […]
Category: Thought Leadership
Difference Between a Will and a Trust
The Difference between a Trust and a Will We all know that we should have an estate plan in place, to ensure that our important decisions are made by us, and not by random government employees. But, what exactly goes in an estate plan? What’s the difference between a power of attorney and a living […]
It’s all about THE record.
The Case for the Digital Legal Data Registry Everyone knows that estate planning is essential if you want to assure that your intent will be honored. As it stands today, the most recent notarized document carries the most weight in court. So how can you make sure you have THE most recent document. It might […]
The Imperative of Digital Estate Planning in Modern Financial Strategies
The Imperative of Digital Estate Planning in Modern Financial Strategies How the perfect marriage of legal, financial planning, and technology creates a new solution to solve a long-time problem. In the ever-evolving landscape of financial planning, the importance of digital estate planning cannot be overstated. As we navigate the digital age, where assets and memories […]
