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