jennifers

Frank Johnson | May 1, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. It is common to examine “best practices” in order to pick up new behaviors, but today we’re going in the opposite direction. To borrow a quote attributed to Eleanor Roosevelt, “Learn from the mistakes of others. You can’t…

Frank Johnson | April 15, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. Investing is a critical aspect of wealth creation, and it’s essential to have a well-thought-out investment strategy to achieve your financial goals. When it comes to investing, there are two primary approaches: active investing and passive investing. Both…

Everyone knows the expression “More Money, More Problems.”  But you can add orders of magnitude to this proverb if you die with more money and less estate planning. As we have seen in the past with Howard Hughes’ dubious will materializing in odd locations, and more recently with the tragedy of Tony Hsieh, the wunderkind…

On Friday, March 10, 2023, Silicon Valley Bank (“SVB”)- a mainstay of the Silicon Valley startup and venture capital scene- collapsed and was put under the control of the Federal Deposit Insurance Corporation (“FDIC”). The sudden and stunning collapse of SVB is the largest banking failure in the U.S. since Washington Mutual collapsed in 2008…

Frank Johnson | March 15, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. Where you choose to live after retirement can have a big impact on both your finances and your quality of life. Years ago, I assumed I’d retire in San Diego, California, where I raised my children, where the…

Frank Johnson | March 3, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. A new rule passed into law by Congress at the end of 2022 as part of the SECURE Act 2.0 gives you the option to postpone the age at which you must start taking required minimum distributions (RMDs) from your…

On January 25, 2023, the Delaware Court of Chancery rendered an important decision that clarifies that corporate officers owe a duty of oversight equal to, if not greater than directors’ duty of oversight.  As with the directors’ duty of oversight, establishing a breach of the officer’s duty of oversight requires pleading and later proving disloyal…

Frank Johnson | February 15, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. With advances in artificial intelligence and automation, robots are increasingly part of our daily lives. If you drink a vodka tonic every day at the same time, a robo-bartender might do the trick. But if you want a…

Seth Schechter | July 1, 2022 This article is reprinted with permission from Esq. Wealth Management, Inc. It’s not always comfortable to openly discuss your personal finances, your retirement goals, or think about what might happen to your wealth if you die, so many of us put off these discussions and having those difficult conversations…sometimes…