Author Archives: Victor Medina
The Power of Story-Based Planning Part 2
Continuing with the great stuff from Scott Farnsworth and Sunbridge Legacy Builder Institute. Here is the second installment in Scott’s series about the power of story-based planning. Again, I don’t usually repost other people’s information, but I’ve got a different … Continue reading
Story-Based Planning vs. “Numbers”-Based Planning
One of the things that guides my practice is the gap between what clients want and what most advisors and planners can deliver. In my experience, clients want a caring advisor who can help them build and leave a legacy … Continue reading
Posted in Family, Priceless Conversations
Leave a comment
Living Trusts For The Non-Rich
The term “trust fund” conjures up images of mansions, yachts and huge fortunes. But once the province of the very rich, trusts have found themselves into the lives of many families who’ve never thought of themselves as wealthy. Trusts come … Continue reading
Posted in Family, Living Trust
Leave a comment
Colbert Report Platinum Club – Estate Tax Repeal
I thought folks would be up for a change of pace. Here is what Steven Colbert thinks about the estate tax repeal. Pick it up at the second segment at minute 12:00. Enjoy.
Probate and Living Trusts in NJ & Transferring Non-Financial Assets
Folks in the Princeton area are probably familiar with the US 1 newspaper that is handed out free to area businesses. It’s a good paper that offers a lot of insightful articles on business-related issues and items of interest in … Continue reading
Balloon Boy Fallout – Should Heenes Lose Custody of Children if Guilty of Hoax?
Amber Watson-Tardiff, who posts a regular column on NJ.com about Parenting Advice for New Jersey parents asked me to comment for an article she was writing about the fallout from Balloon Boy, including anticipating court intervention with the parents. You … Continue reading
