Creating an estate plan for your digital assets

California considers the digital accounts you maintain and access through your computer, smartphone or tablet to be no different from the tangible personal property you own, such as cars and jewelry.

Developing a robust content marketing calendar

These days, everyone needs a content marketing calendar, regardless of what you sell or the size of your business.

Extremely alternative investments

Stock prices continue to set records. Bond returns are the lowest they’ve been in decades. Real estate has been upended by the pandemic.

Capital gains taxes: A rundown of the good & bad news

Other than the “So, how’s the market?” question, the most consistent queries I get concern capital gains taxes.

So, what’s in your exchange-traded funds?

In 2020, the Securities and Exchange Commission gave its blessing to the creation of so-called nontransparent exchange-traded funds. These are ETFs that are not required to disclose the underlying holdings and weightings in their funds on a daily basis, which had been the rule up until then.

Here’s how not to leave a legacy

The late talk-show host Larry King’s family is currently embroiled in a multimillion-dollar lawsuit over his estate. Not only is the litigation likely to be divisive and expensive, it is also being aired publicly.

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