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Laurel Fierro
333 W. San Carlos St., Ste 1650
San Jose, CA 95110
O: 408.279.1724
F: 833.200.5963
T: 408.533.9107
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529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
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Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
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Five essential estate planning documents
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Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Giving is a family affair
How to inspire charitable values for generations to come.
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In the name of conservation
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Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
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Estate & Giving
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