Archive for the ‘All’ Category

Archive for the ‘All’ Category

Tahoe Donner vs. Incline Village: California vs. Nevada

July 8th, 2016

The Greater Tahoe Region is the most popular destination for active individuals in the Blossom Wealth Management community. Consequently, we are often asked whether purchasing a second home is a wise decision. Like most financial decisions, it depends. Before considering the whimsical elements like ski resorts and lake access, let’s take a moment to touch […]

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Estate Planning for Married Couples

Estate Planning for Married Couples

February 8th, 2016

A life estate plan is an outline of one’s last wishes as well as directions on property distribution, deciding who receives assets after the estate holder’s death. Family estate planning helps in financially securing a family, specifies guardianship of pets and children, and also gives thoughtful instructions in one’s absence. Estate planning documents normally include: […]

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Succession Strategy – Key Person Insurance

June 5th, 2015

While a business does indeed depend on every employee or person involved in it, there is often one person or a set of key persons who are crucial to its success. The loss of this key person or persons could lead to a whole range of negative outcomes – from inefficient coordination of day to […]

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How Zero Interest Rate Policy is Changing Asset Allocation

May 6th, 2015

Blossom Wealth Management strives to be on the cutting edge of changes in the investment industry. Over the next several weeks we will examine the zero interest rate monetary policy and the effects this is having on investor’s asset allocation and portfolio returns.

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The New Rule and Definition of Family Office

May 4th, 2015

On June 22, 2011 the SEC adopted rule 202(a)(11)(G)-1 that defines “family offices” to be excluded from regulation under the Investment Advisers Act of 1940. “Family offices” are entities established by wealthy families to manage their wealth and provide other services to family members, such as tax and estate planning services. Historically, most family offices […]

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