by Matthew Murillo | Mar 4, 2020 | CBL, NLBM, PFL
In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your...
by Matthew Murillo | Mar 4, 2020 | CBL, NLBM, PFL
As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles north of Los Angeles. Also killed in the tragic accident was his 13-year-old daughter Gianna, and seven other passengers,...
by Matthew Murillo | Feb 29, 2020 | CBL, NLBM, PFL
With the passage of AB5 in California (the new law that imposes significant risk on employers who mischaracterize employees as independent contractors), and the potentiality for that same law to be applied across the United States, you may be considering incorporating...
by Matthew Murillo | Feb 1, 2020 | Business, Estate Planning, NLBM, Uncategorized
Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan. That said, when...
by Matthew Murillo | Feb 1, 2020 | Business, Estate Planning, NLBM, Uncategorized
With the proliferation of web-based mobile technology, consumers have come to expect a variety of digital payment options. From online payment platforms, such as PayPal and Venmo, to mobile wallet services like Apple Pay and Google Wallet, today’s business owners have...
by Matthew Murillo | Jan 24, 2020 | Business, Estate Planning, NLBM
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
