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Estate Planning

Estate planning is a crucial component of leaving a legacy. While it is easy to dictate how you use your assets while you are alive the story is entirely different once you pass. Our estate planning blogs will help you better understand how to make your wishes for your legacy a reality.

22 03, 2023

RHS Financial: What We Offer

By |2023-03-27T22:06:58+00:00March 22nd, 2023|Concentrated Investments, Economics, Entrepreneurship, Equity Compensation, Estate Planning, Financial Planning, Investing, Postmodern Finance, Real Estate Investing, Tax Management|0 Comments

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 is for you. At RHS Financial one of our core principles is constant self-improvement. Both as an organization and as individuals. The benefit of being [...]

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26 01, 2023

Two Powerful Solutions for Family Money Transfer Problems

By |2023-02-13T20:46:10+00:00January 26th, 2023|Estate Planning, Financial Planning|0 Comments

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 hard to build continue to the next generation or simply not last? This is a hard reality that many wealthy families will face as the [...]

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8 12, 2021

Effective Giving: Beyond Writing a Check

By |2021-12-08T20:52:35+00:00December 8th, 2021|Concentrated Investments, Estate Planning, Financial Planning, Tax Management|0 Comments

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 meets your philanthropy goals and also allows for flexibility, control, maximum tax impact, and the ability to create a legacy. To give like Bill Gates [...]

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30 10, 2018

The Essential Estate Planning Checklist

By |2020-04-27T17:18:57+00:00October 30th, 2018|Estate Planning, Financial Planning|Comments Off on The Essential Estate Planning Checklist

This is an updated reprint of a post I created in early 2016. It is designed to help people easily understand what is in a proper estate plan, what each part does and how to prepare to create or update an estate plan. It is important to keep in mind [...]

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15 10, 2018

Sailboat Racing and Good Financial Planning Are a Lot Alike

By |2020-04-27T17:18:57+00:00October 15th, 2018|Entrepreneurship, Estate Planning|Comments Off on 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 an avid sailboat racer and a Certified Financial Planner®, I wanted to share my thoughts on how a successful personal financial plan and a well-executed [...]

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