August 2, 2016

Amwest Chinese Post Event

On August 18, 2016 at 2:00 PM I am honored to be speaking at a local Chinese Community Event promoted by AmWest Chinese Post and hosted by Annie White, who will be translating for me.  I will be specifically addressing estate planning and succession issues for families that have both strong […]
July 25, 2016

Medical Directives

What is a Medical Directive? Definition:  A Medical Directive is an expression exercising a person’s right to accept or decline medical treatment, even if it results in death.  A Medical Directive is a powerful planning tool to make decisions concerning one’s health care personally rather than leaving it up to others. […]
July 8, 2016
How to tell your children about your estate

To Tell or Not to Tell Your Children About Your Estate

To tell or not to tell your children, are they ready? What should you tell your children about your estate?  How much do you tell them about your personal or business finances?  How much do they need to know?  How much of it is simply none-of-their-business? These are questions we […]
June 20, 2016
trust fund baby

Don’t Create a Nasty Trust Fund Baby

The Danger of the “Trust Fund Baby” I was interviewed about the trust fund baby problem by SuccessCouncil.com after my presentation at FreedomFest (2015). Success Council was interested in getting some practical advice on how to help children inherit wealth without harming themselves, their family and their community. They had a […]