How to Maximize the Impact of Your Charitable Giving
Consider your values and the areas you want to focus your charitable contributions Research the organizations you’re considering through reputable vetting sources (listed below) Consider the best methods to donate including direct donations [...]
How to Choose a Financial Planner
Before you start your search, define your objectives and the areas of expertise you want your advisor to specialize in. Interview multiple candidates, understand their professional credentials and fee structure but also evaluate [...]
Set Reminder to Review your Trust
Using your reminder app of choice or a digital calendar, set a reminder to review your will and/or trust at least once a year. Additionally, if there is any significant change like one [...]
Create a Trust
Much like a will, you can either hire an estate attorney to help you set up a trust or... You can use an online trust maker that will walk you through the process [...]
Understanding Wills & Trusts
Both Wills and trusts are legal contracts that help to determine what happens after you die. Most people need a will. You may need a will and a trust. Wills are essential if you [...]
in Boulder and San Diego.