SUNDAYS & HOLIDAYS

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Athletes: Your Game Is Not the Only Thing That Needs a Winning Strategy

March 28, 2021

In sports, success frequently brings significant monetary compensation. While this is a dream come true for most individuals, it is important to take the right steps to safeguard this hard-earned money. Most people assume that the biggest challenge is spending beyond one’s means. While this can cause many problems, it is not the only issue …

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The Recipe for a Satisfying Estate Plan

March 18, 2021

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from the truth. Estate planning is the process of making decisions about what happens to you, your money, and your property when you pass away or …

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My Loved One Has Died – What Do I Do Now?

March 8, 2021

In the immediate minutes and hours after your loved one passes away, you do not need to do anything. It is okay to sit with your loved one for a while, even if your family member died in a hospital. Just let the hospital staff know if you need a little time or if there …

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Estate Planning is Like Building a Snowman

March 2, 2021

A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” and a “ face.” If any of these are left out, the snowman can look a little odd! The consequences of …

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COVID-19 and Minor Children

December 13, 2020

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. This Sunday’s Estate Planning Dinner Topic focuses on finding certainty through all the unknowns of our current situation. Having an up-to-date estate plan can be the first step toward providing that certainty …

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Disaster Preparedness

November 30, 2020

The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics—you name it. This Sunday’s Estate Planning Dinner Topic focuses on being prepared for whatever life throws at you. Although none of us can predict the future, there are some things you can do to ensure that you and your family are ready. It …

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The Puzzle Pieces of Life

August 5, 2020

 Estate Planning Conversations with Family Shelter-in-Place (SIP) is an excellent time to bring back Sunday fundays! This past Sunday our family decided to put together a Hometown Collection “Santa Cruz Holiday” one thousand piece puzzle.  Although we have never attempted such a feat, we thought, what the heck, let’s give it a try.   Although we …

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Gung Hay Fat Choy! Happy New Year!

March 18, 2020

I first had the opportunity to celebrate Lunar New Year when I was in elementary school.  Our school went all out with a parade featuring a large flowy kite-like Dragon, a Lion Dance Performance, and the sharing of tasting treats.  Oh, was it ever FUN.  I especially enjoyed the delectable Tang Yuan, sweet sticky rice …

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