Crafting Your Financial Power of Attorney

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We discuss the important considerations and intricacies of the Financial Power of Attorney document in the estate planning process and difference between the General Power of Attorney and Durable Power of Attorney. This should be part of any estate plan checklist. When preparing to give another person the ability to make financial decisions for you, there […]

Planning For Your Special Needs Loved One Starts Now

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Erin Bui digs deep, sharing her family’s concerns about her special needs uncle, who is on the autism spectrum. She then brainstorms ways to protect her uncle’s future through special needs financial planning, which encompasses life insurance, special needs trust, disability insurance, long term care, and tax-advantaged investments. Control is what we all want in our […]

Time Flies: Kids Are Grown, “Empty Nest” Looms

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Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they’re sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you […]

The Advanced Health Care Directive

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We discuss the importance of having an Advanced Health Care Directive (aka Living Will) and the important choices you must make in this living document. The Advanced Health Care Directive, also known as a Living Will, is one of the most important documents in the estate planning process. What this document does is it specifies what […]

Equity Compensation: Stock Bonus Plan vs. ESOP

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Marc Ang helps you decide whether a stock bonus plan or an Employee Stock Ownership Plan (ESOP) makes more sense for you, by laying out the basics. Sometimes you don’t want to compensate your employees with cash. Equity compensation has become more and more prevalent, especially in a world of tech startups that end up going […]