Tag Archives: Estate

What Is A Fiduciary?

An interview with licensed fiduciary Iris Hecker, Part One

Iris Hecker is the California Licensed Professional Fiduciary at Hecker Fiduciary in Redwood City, California. She is also an Enrolled Agent with over 25 years of experience in that field. Many people are not aware of what a fiduciary is. SevenPonds … Continue reading

Posted in Professional Advice | Tagged , , , , , | Leave a comment

Our Weekly Tip: Before Death: Estate Planning

How can you ease the uncertainties that can arise with settling an estate?

3 Tips to Keep in Mind During Estate Planning: 1) Gain Clarity: Understand what will need to be managed with this particular estate. Debt? Bank accounts? Real estate? 2) Embrace Proactivity: Many believe that estate planning shouldn’t be a concern … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , , | Leave a comment

Our Weekly Tip: Estate Planning – You Don’t Have to Go it Alone

Estate planning can be overwhelming, but having a team to help with your decisions can make a big difference

Our Tip of the Week: Estate planning can be overwhelming, but there’s no need to figure it out all by yourself. Forbes published a great and extensive article on estate planning and mentioned how beneficial it can be to have … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , , | Leave a comment

Loss of a Famous Father

Kate Rothko Prizel still mourns the loss of her father forty years after his famous suicide.

After losing her father, the painter Mark Rothko, to suicide and her mother to cardiovascular disease shortly after, the nineteen-year-old Kate Rothko Prizel thought she and her then-six-year-old brother would be fine. They were in the midst of the New … Continue reading

Posted in Soulful Expressions | Tagged , , , , , , | 3 Comments