Category: Estate Planning

RHS Financial: What We Offer

RHS Financial: What We Offer

What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This...
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Two Powerful Solutions for Family Money Transfer Problems

Two Powerful Solutions for Family Money Transfer Problems

Did you know that over 70% of family money is lost between the first and second generations? Will your financial legacy that you worked so...
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Effective Giving: Beyond Writing a Check

Effective Giving: Beyond Writing a Check

If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving...
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Sailboat Racing and Good Financial Planning Are a Lot Alike

Sailboat Racing and Good Financial Planning Are a Lot Alike

October is here and for sailboat racing fanatics like me, it signifies the end of the sailboat racing season on the San Francisco bay. As...
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Wildfires: Small Business – Big Hearts

Wildfires: Small Business – Big Hearts

As I woke again this morning to the smoky haze covering San Francisco, I am reminded of my many friends in Napa and Santa Rosa...
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Estate Planning: Don’t Die Trying

Estate Planning: Don’t Die Trying

Estate planning isn’t difficult but it is time consuming if you want to do it right. According to a new study by Caring.com, only 40%...
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Starting the Conversation about Wealth Transfer with your Family

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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The Essential Estate Planning Checklist

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?

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?

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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