Topics
Topic:
Estate Planning
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When to “Trust” your kids: Balancing independence and support
Deciding when and how to distribute funds from a trust to your children is one of the most nuanced responsibilities in estate planning. It sits at the intersection of financial stewardship, emotional judgment, and long-term family values. The goal is rarely just about transferring money. It is about shaping outcomes: independence, resilience, opportunity, and security.…
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Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…
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The Financial Traits We Inherit (But Rarely Talk About)
A few years ago, I worked with a family going through a significant wealth transition. The parents had built a strong, disciplined financial life—steady investing, thoughtful planning, and a long-term focus. Their adult children? Very different. One avoided investing altogether and kept most assets in cash. The other leaned heavily into high-risk opportunities, always chasing…
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Intentional Financial Planning: Building Confidence Through Purpose
Most people have a general sense of what they should do with their money: save a little more, spend a little less, invest when possible. Yet for many — especially when navigating major life transitions — knowing what to do and feeling confident enough to do it are two very different things. The shift that…
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My Child Just Turned 18: Legal and Financial Planning Every Parent Should Know
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Flavio Landivar
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Andres E. Vasquez, Esq
Your child blows out 18 candles, and suddenly the rules have changed. That student who relied on you for every appointment, form, and financial decision is now a legal adult. They can sign contracts. Open credit cards. Consent to medical treatment. Restrict access to their records. What felt like a gradual transition suddenly becomes very…
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