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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 [...]
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
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 [...]
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
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Excellent Team caring and aggressive. They get the job done. Highly recommend this firm.
Lynn
I have to say that Peter is also an unusual attorney in that he is compassionate and has a sense of what is just and appropriate; he will be honest and forthright with his client, but will absolutely fight to right a perceived injustice. I can't say enough great things about this attorney.
Karen
With Peter’s guidance, we were able to navigate through a very stressful situation. Throughout the process, Peter was always available for questions and prompt with the right answers. At no time did we feel alone in this process. His compassion and experience were invaluable, and we were able to right a terrible wrong. I would highly recommend attorney Peter Bochnewich for your legal needs.”
Teri B.
Throughout a long and sometimes difficult legal battle, my sister and I were constantly impressed by the depth of Mr. Bochnewich’s understanding of the law, his energy in applying it, and his intelligent and effective presence in court. We were also deeply appreciative of his warmth toward us and the deeply ethical behavior he exhibited both in and out of court. In the end, Mr. Bochnewich’s skills were responsible for removing the executor from the estate, and in our receiving a seven-figure judgment. I would not hesitate to recommend Peter Bochnewich to anyone seeking highly skilled legal assistance with estate and inheritance issues.”
Paul