For California residents managing assets tied to professional athletes—or families preparing estate plans that include high-value contracts, endorsements, and career transitions—Jeremy Sochan’s recent release from the San Antonio Spurs offers a timely... Read more »
For California residents managing complex estates, high-value contracts, or family assets tied to professional sports franchises, the recent Anthony Davis trade offers important lessons about asset protection, contract disputes, and succession planning... Read more »
For California residents managing assets tied to professional sports careers—whether you’re an athlete, sports agent, family member, or financial advisor—understanding how major career transitions impact estate planning and asset protection is critical.... Read more »
Disney Reports Mixed Q1 Results: What California Families Managing Entertainment Assets Need to Know
# Disney Reports Mixed Q1 Results: What California Families Managing Entertainment Assets Need to Know Source: Yahoo Finance ## Who This Matters For If you’re a California resident managing family assets that... Read more »
If you’re a California resident with international business interests, investment portfolios with foreign exposure, or family members abroad, recent developments in global trade policy could directly impact your estate planning strategy. The... Read more »
Source: CNBC – Intel Stock Drops 14% as Manufacturing Troubles Overshadow Earnings Who This Impacts and Why It Matters If you or your family members hold Intel stock as part of your... Read more »
In September, Ohio-based Union Home Mortgage reached an agreement to acquire assets of Sierra Pacific Mortgage, incorporating all Sierra Pacific’s retail branches and wholesale broker relationships into its portfolio. With more than... Read more »
We are delighted to announce that Managing Partner Shawn Kerendian has been honored as one of the 2024 Leaders of Influence: Thriving in Their 40’s by the Los Angeles Business Journal. This prestigious list... Read more »
Managing Partner Shawn Kerendian, who was recently appointed to the conference planning committee, spoke alongside Elizabeth Acevedo and Hon. Judge David Cowan on “Navigating Probate Settlements: Insights from a Litigator, Planner, and... Read more »
Stream Realty Partners has appointed Doug Jones as the new Managing Director Texas Office Services. Based in Stream’s Dallas office, he will play a pivotal role in bolstering the company’s office service... Read more »