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 | Mar 21, 2019 | Estate Planning, NLBM, PFL
Being asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the same time, however, serving as a trustee can be a massive responsibility—and the role is not for everyone. In fact, depending on the...
by Matthew Murillo | Mar 14, 2019 | Estate Planning, NLBM, PFL
In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized under heavy sedation, and five days later, when it became clear he wouldn’t recover, his family decided to...
by Matthew Murillo | Mar 7, 2019 | Estate Planning, NLBM, PFL
Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time. If so, this was almost certainly due to the sweeping tax overhaul made by the 2017 Tax Cut and Jobs Act (TCJA)....
