Category Archives: Wealth Distribution

Introducing Riskalyze

How Riskalyze can help you. Continue reading

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Veterans Village of San Diego, “Leave No One Behind”

By Cory Schmelzer To those whom much is given, much is also required. As a Wealth Manager in San Diego, my job is to assist individuals, families and small businesses in making sound financial decisions for their futures.  However, giving … Continue reading

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Your Legacy and Your Privacy: What’s on Grandma’s Facebook Page?

Digital Death and the “Right to be Forgotten” in the US By Cory Schmelzer As we are curating our trusts and estates in terms of our money and physical assets, we need to remember that our digital assets, our passwords, … Continue reading

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Family Legacy

By Cory Schmelzer Civic leader Martin Dickinson (pictured with his wife, Carol) heads the Donald C. And Elizabeth M. Dickinson Foundation, which has made significant contributions to USD’s Hahn School of Nursing and Health Science.

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Who are your Beneficiaries?

By Cory Schmelzer February is a great time to pull out your will, insurance policies, and retirement accounts and be sure that the Beneficiaries that you have listed are still correct. This comes into play if there have been changes in … Continue reading

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Who Should Be My Executor or Successor Trustee?

Once you have made the decision to create a Trust, the next question is often, “Who should be my Trustee?” Continue reading

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What’s the State of Your Estate?

by Cory Schmelzer Have you thought through will happen to your estate when you’re gone? How long will it take for your heirs to receive what you’ve left them? Will it go the way that you planned? You’re probably thinking, … Continue reading

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Goals, Intentions and Peter Buffett

  By Cory Schmelzer   I recently read an interview with Peter Buffett by Maya Prabhu.  Peter is an Emmy Award winning musician, composer, philanthropist, author, and the son of Warren Buffet, CEO of Berkshire Hathaway.  The interview was posted … Continue reading

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