Blog2022-12-13T17:46:09+00:00

BLOG

Investing For A Trust Fund with Dick Pfister, CAIA

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Dick Pfister, CAIA, CEO & Founder of AlphaCore Wealth Advisory. AlphaCore is a wealth advisory firm with a national presence dedicated to helping clients build and preserve their wealth. They do this through a unique pairing of cutting-edge investment portfolios and holistic, goals-based wealth planning. Tune in as we talk about: The definition of “alternative investments” Alternative asset classes and alternative investment strategies Risk management and setting expectations for target returns from alternative investments How alternative assets fit in with a traditional stocks/bonds mix and estate planning The importance of having a diversified portfolio that includes alternative investments Investing, monetary policy and the debt ceiling Dick has over 25 years of experience in the wealth advisory and financial services with an emphasis on diversifying traditional portfolios with alternative strategies. In 2015, he founded AlphaCore, which has become a [...]

By |May 18th, 2023|

Recent Client Experience: A Trust and Estate Litigation Matter with Peter Bochnewich

In this episode of Your Inheritance with Peter Bochnewich, Peter talks about a recent experience he had in bringing a successful trial motion for judgment. Listen as he talks about the common causes of action in the complaint, proving a case on its own merit, and the process by which a case can be dismissed. About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share. Subscribe to the Your Inheritance podcast video channel on YouTube: https://www.youtube.com/@BochnewichLaw Connect with and learn more about Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/in/peter-bochnewich-3a2953a/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/about

By |April 6th, 2023|

Is Probate a Complicated Process?

In California, the probate procedure may be difficult, time-consuming, and expensive. The legal procedure known as "probate" serves to transfer a deceased person's assets to their heirs or beneficiaries. A petition must be submitted to the court, creditors and beneficiaries must be notified, debts and taxes must be paid, and then the residual assets must be distributed. The probate procedure in California may become more difficult due to a number of issues, including: The estate's size. The probate procedure may be more difficult if the estate is substantial and contains a wide range of assets, including real estate, investments, and business interests. Conflicts among beneficiaries. The probate procedure may become more unpleasant and time-consuming if there are disagreements among beneficiaries on how to divide the estate's assets. Taxes and debt. The probate procedure might become more difficult if the departed individual has considerable debts or unpaid taxes that need to [...]

By |March 27th, 2023|

A Last Will and Testament Explained with Peter Bochnewich

In this episode of Your Inheritance with Peter Bochnewich, Peter talks about the meaning and use of a last will and testament, and why you should have one. Listen as Peter shares insights into: *  how to make (or change) a will *  holographic wills *  requirements for a valid will *  who can be a witness to a will *  what happens if you pass away without a will About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share. Subscribe to the Your Inheritance podcast video channel on YouTube: https://www.youtube.com/@BochnewichLaw Connect with and learn more about Peter Bochnewich: * LinkedIn (Peter): https://www.linkedin.com/in/peter-bochnewich-3a2953a/ * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ * Facebook: https://www.facebook.com/BochnewichLawOffices/ * Twitter: https://twitter.com/bochnewichlaw * Youtube: https://www.youtube.com/@BochnewichLaw/about

By |March 24th, 2023|

WHAT OUR CLIENTS SAY

SCHEDULE AN APPOINTMENT

Go to Top