Author: Risley Sams
Starting the Conversation about Wealth Transfer with your Family
Talking about money with family members is not easy. In this short post, I will try and lay out a few pointers that make a...
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Charitable Moves You can Make with Your IRA
The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name,...
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Feigning Independence as Birds of a Different Feather
It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of...
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Seasons Change and Change is Exciting. What has happened in 2016
As we move into Fall, I wanted to take a little time to reflect on what has happened in 2016. It is truly hard to...
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Two Wealth Building Tips from William Shakespeare That are Still True Today
College is now out for summer and I see more interns walking around the financial district than usual at lunchtime. Seeing more of these young...
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Should You Take Out a Mortgage to Deduct the Interest?
The old saying that there are only two sureties in life, death and taxes probably never bought a house in the Bay Area. If they...
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The Essential Estate Planning Checklist
This blog is the last and perhaps the most important installment in my four-part blog post series on estate planning. Don’t forget, estate planning isn’t...
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Durable Power of What?
The trust and the living (pour-over) will make up the foundation of an estate plan. No estate plan would be complete without the two separate...
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Can You Trust a Will?
As I mentioned in my previous post, Americans are abysmal at Estate Planning. Over 50 percent don’t even have living will to convey their wishes...
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Estate Planning: A Primer -Part 1 of 4
What is estate planning exactly and why should I care? This blog is not for self-centered individuals precisely because estate planning is not about you,...
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