I know I’ve been a little distant


Hi! 

I know I’ve been a little behind on sending out my weekly emails.

Do you ever feel like you’re in a funk and nothing seems to be going right? It isn’t fun right?

Well I started feeling like that last week. I’m in the process of moving- my home and my business- which is absolutely nuts!

And, amidst the chaos I really started to feel down about where I am in life. I started thinking about how overwhelming the packing and moving and the unpacking and keeping the 17 month old on her schedule and keeping the business going has been.

In all the crazy. In all the annoyances. In all the busy work. I knew that if I didn’t stop to take a moment and appreciate all that I have, I’d continue on this path of negativity.

So, I stopped. Stopped all of it. Sat down and wrote.

I wrote a list of 100 gratitudes. Yes, I wrote 100 things I was grateful for. And I spent time in that moment. Really appreciating the life I have been given, the life I am living, and the life I am creating for my daughter.

In that moment I realized I had so much more to look forward to. That the things bothering me in the past week and a half were only temporary.

Only I could decide whether or not I was going to stay with the annoyances or move on.

I chose to move on.

It’s so easy to be thankful when everything is going right. What about when it’s not? Are we supposed to wait until its better again to show gratitude? Not at all. When our external experiences are not changing, it’s time to go inside.


“Be thankful for what you have; you’ll end up having more.
If you concentrate on what you don’t have,
you will never, ever have enough.”

Oprah Winfrey


The next time you’re in a funk, stressed, feeling overwhelmed, take a moment. Take a few deep breaths. Go deep within. Then make a list of 100 gratitudes- things that you “value highly” in your life.”

Think about the life you are creating for yourself.

Tell me about your 100 List of Gratitudes. Reply to this email ūüôā

Cheers to moving forward, Living more and Creating the life you’ve always wanted.

xo

I have a summer deal for you!

Heyyy There! 

If you missed my webinar¬†earlier this week, don’t worry, you can still get the recording¬†here!

I spent some time talking about getting rid of your big BUT, you know, that EXCUSE that keeps holding you back from really doing what you want.

The one excuse (or maybe its many excuses) that’s holding you back from living your most amazing life.

So, head on over and take a listen. There are also two free downloads you can complete to help you start living your best and most fulfilled life!

Visualize- Take Action to Live Your Fulfilled Life!

Sooooo, what I’m most excited for, though, is this….

Like, I’m totally giddy with excitement!

I want to tell you about an awesome promotion I have going on for my estate plans!


Until¬†July 25th, I’m offering¬†33% off all individual estate plans. Yup. 33% discount. Head on over to my website or click¬†here¬†to get all the details!

I’m offering this deal in hopes of getting more families protected, giving them more peace of mind and giving them more time to think and do the things they love instead of worrying about what would happen to their kid(s) if there was an emergency or you passed.


What I’m¬†ALSO¬†super excited about is a new live event I have coming up! It’s called¬†Visualize:¬†a legacy coaching and vision board workshop!¬†This event is happening on¬†August 11th¬†and space is limited! You can sign up¬†here.


So, I would love to work with you or have you join me at my event!

I would also be tremendously grateful if you shared this with all your family, friends and loved ones! Help me get more families protected, keep them out of court, and save tons of time and money!  

Cheers to an amazing and productive weekend!!

xo

Carmen

P.S. Don’t forget to check out my¬†estate plan promo¬†or sign up for the¬†workshop!

Baby, you’re a FIREWORK!

Hey There!

In honor of all the fireworks going off last weekend, I couldn’t help but think about Katy Perry’s song!

You just gotta ignite the light and let it shine
Just own the night like the 4th of July

You know you totally just sang that! ūüôā Anyhow, this is a perfect little intro to what I want to talk to you about today!

LEGACY PLANNING.

Now, I know legacy is usually related to money and material things, but that’s not what I’m talking about here.

No, I’m talking legacy as in your morals, values, you know, your imprint on the world.

In my opinion, living a life you’d be proud of is much more important than all the money you accumulate over your lifetime.

Don’t get me wrong now, money is important- it allows you to have tons of opportunities, cover your necessities and provide for your family as needed.

But, living a life you absolutely love is ESSENTIAL. I want you to wake up every morning excited.

Excited to breathe.

Excited to live.

Excited to go to work.

Excited to hang with your kiddos.

Excited for happy hour with girlfriends or yoga alone.

Excited for your upcoming trip you’ve been planning for years.

Tell me, if you were to die today, would you be proud of the life you lived? Would your family really know who you were and what you valued in life?

If there was any hesitation, any little bit of doubt, I want you to take baby steps to change that.

GET EXCITED!

Ignite the light within you.

Let yourself shine.

Stop holding back.

You deserve it.

xo
Carmen

P.S. Want some help recharging your soul? Join me Tuesday June 12th for a FREE Webinar entitled “Set Your Soul on Fire”. I’ll be chatting about how to create the life you have been dreaming of and how to avoid that big “but” that’s holding you back. PLUS you’ll get the details about a fun upcoming event that will include your girlfriends + wine! Need I say more?

REGISTER HERE!

P.P.S. Reply to this email and let me know what I can help you with. Stuck in a funk? Sign up for a free 15 minute chat session to see how to get you outta there!

Doing it all can be exhausting!

womanalone

Hey There! 

Never feel like there are enough hours in a day to get EVERYTHING done?! So much on that never ending to-do list….

I’ve been there. I can totally relate.

Working all day. Taking care of the kids. Making sure the house isn’t a¬†‚ÄčTOTAL¬†‚Äčmess.

Wanting a little more sleep. A little more “me” time.

The truth is though, if we don’t take the time for a little self-care, we can’t be the best at our career, the best mom, the best friend, sister, daughter. Catch my drift?

Nope. We can’t.

We become Little Miss Cranky Pants.

So, this week I am proposing a little challenge. Are you ready?

Take 15 minutes out of your day (yes, everyday) to focus on YOU! Say yes to what YOU want without feeling guilty.

If it’s YES to an extra glass of wine, do it!

If it’s YES to creating that budget (or ::cough cough:: starting your estate plan), DO IT!

This is the week of SAYING YES TO YOURSELF!

Just know that these 15 minutes for the next 7 days will be absolutely life changing. I PROMISE.

I really want to keep you accountable, so go ahead and¬†rtag me on¬†Facebook¬†or¬†Instagram¬†to let me know what you’re doing everyday.

And, because I know¬†staying on track can be tough, I’m going to do it too- so be sure to follow me online to see what I’m saying YES to!

xo

Carmen

P.S. Happy 4th of July! Don’t forget to join me on Thursday July 7th for tips on legacy planning and how you can check items off your bucket list!¬†

It Could Happen In an Instant…..

ExpectTheUnexpected

Hey There! 

I recently wrote an article called “10 Things Every Estate Planning Attorney Wants You to Know About Death and Dying” and I wasquoted in Forbes last week. Check out the¬†posthere by a colleague of mine, Jeena Cho.

Feel free to share, share, share! It’s definitely tweet worthy!

Anyhow, one part of the article really hit home today as I sat in Probate court- that’s being prepared “just in case.”

There was a little girl in court, about 5-6 years old. Now, typically a little one isn’t allowed in court, but because her father passed away without a will, trust or guardianship provisions, that little girl was sitting in court with the rest of us.

It was gut wrenching sitting there as the attorney spoke about her deceased father. How there was a wrongful death suit, discussion regarding wages and how the money was hopefully going to be enough to support the child. There were questions about whether a guardianship of the estate was needed. Talk about how her mother was considered a third party because her parents weren’t married.

Just imagine your child. Your grandchild. Having to sit in court and listen to so many strangers talk about their parent. Someone they will never get to see again. Having to listen in confusion as decisions are made about their life.

Lucky for this little girl, her mother is still alive and present. Unfortunately issues came up because the couple was not married. The mother was able to be the guardian of the estate in order to care for her daughter, but it was a reminder, that at any point someone can pass away. No warning. Just a regular day.

We live our day to day lives.

Postponing that phone call or email to a loved one.

Postponing drafting an estate plan.

Postponing taking that trip or starting that hobby.

Postponing signing up for life insurance or updating beneficiaries.

But in an instant it can all change.

Will you be ready?

Estate Planning + NBA Finals = Perfect Match

MVP

You are the real MVP! Go out and live your legacy!

Hey there! 

I was watching Game 4 of the NBA Finals on Friday night and listening to all the players getting interviewed. It got me thinking.

Thinking about life.

Thinking about showing up.

Thinking about “letting the game come to you.”

That game, of course, being life.

The key to the game and getting to the end, is to enjoy the process. We are all going to die. No one is getting a free pass. So, why not make the most of your life? Why not do what you’ve always wanted?

Go out and find the game’s rhythm. Your rhythm. Live your legacy. Say yes to life. Take a risk.

But also¬†show your team you’re reliable- someone they can count on. Be someone your family can count on. Create an estate plan that will be beneficial to your family. Let them know they can count on you even if you’re not around.

By planning and living a life you love, you create lasting memories for your friends and family. You’ll be protecting both their heart and their mind.

So, go out and be the Steph Curry of your life, because you are the real MVP!

xo

Carmen

P.S. Go Dubs!

Summer is coming + my 3 part series on estate planning

Hey There! 

Are you as excited about summer as I am!?! I can’t wait for beach days, floppy hats and bermuda shorts! Ice cold lemonade and barbecues with loved ones.Summer vacation….:sigh:

And, back to reality…..and my office (for now).

This weeks newsletter is about something fun I’ve been doing. I wanted to let you know about a 3 part series I’ve been running on Facebook LIVE this week called “WTF……..” It’s a series to help answer questions about estate planning, probate and its a way to make talking about death less taboo.

In this series I focus on explaining what important documents you’ll need and how they can keep you out of probate.

BUT my real hope is…… that more people will start to think about estate planning.

Estate planning isn’t all about you- its really about your loved ones. The people you leave behind and the legacy you’ll be living.

That’s why¬†TOMORROW 6/9 at 9am pst¬†in Part 3 of this series, I’ll be talking about how to¬†not be afraid….

Not be afraid to talk about death.

Not be afraid to take risks.

Not be afraid to shy from what it it you think you “should” be doing.

I’m going to talk to you about how we need to start living more- each and every one of us!

I really hope you’ll join me! And in case you missed Part 1 and Part 2, I’ve included the videos at the bottom of this email.

If you want me to answer a question while we’re live tomorrow all you have to do is reply to this email or send me a Facebook message.

Bonus: If you know someone who could benefit from these informational videos, please SHARE! Sharing is caring!

xo

Carmen

P.S. I love mail! Have burning questions? Want to discuss something in I put in the Newsletter? Hit reply and let me know what’s on your mind!


Part 1 was about estate planning and all the different documents that can make up an estate plan. You can take a look at it below. 


Part 2 I did this morning on Probate and how that whole process works. In case you missed it, here you go

What’s the ROI of You?!


Hey There! 

Is it just me, or does there really need to be a day in between Saturday and Sunday?! The weekend always seems a little too short.

This past Friday I went to something called an “unconference”- no agenda, no set speakers. The attendees were all in charge of creating what was discussed. Oh, and did I also mention it was made up of 80 women lawyers?! Dope, right?

It was amazing and motivating to see so many individuals dealing with similar issues- work/life balance, being a perfect mom and being a great employee/er, wanting career growth, etc. Absolutely EMPOWERING and I made some really awesome new friends!

Obviously, it got me¬†thinking about you and how much energy you spend on things you can change but don’t. Double standards, pay inequality, and lack of women in certain careers are all issues that are being addressed within society…..slowly but surely. But your personal issues and concerns- well those you can deal with head on and RIGHT NOW.

As your business and your¬†family grow, it’s important to make sure you take some time to step back and re-evalute how you’re spending your time. Where are you investing your energy and whats the return on investment (ROI) of that energy?

Not only is caring for the kiddos, the house and the business important, but so is self-care.¬†You don’t want to burn out. So, take steps to tackle things that have been lingering and taking up too much of your energy.

Whether its creating your estate plan, incorporating a new business, or deciding how your business will run when you’re gone- you have items on your mind that could have been checked off a loooooong time ago. Let’s be honest, if you would stop being afraid of the uncertainty and stop procrastinating, you could deal with some of the energy-suckers.

Stop spending your time on the “WHAT-IFs” and put some plans in place so you can spend more time snuggling with those babies and building your squad.

Moral of this story: Stop with the excuses already! Invest in yourself, your business, and your family. Meet new people. Get out of your comfort zone.

And I can promise you that the ROI on getting your ducks in a row and taking care of yourself outweighs the stress, time and financial impact of dealing with the clean up after a storm.

So, cheers to new beginnings- a new week and new month- and to getting sh!t done!

xo

Carmen

P.S. There’s still time! Have burning questions? Want us to discuss something in our Newsletter? Send us an email and let us know what’s on your mind!

 

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Entity, Shmentity….What’s the big deal?!


Hey Sunshine! 

We have been getting A TON of business questions lately and since we not only protect your family/kiddos we figured what better time than now to chat about your business?

So, what the hell is “entity formation” anyways?

Welp it’s one of those boring legal/business words we like to use to describe the type of business you’re running.

There are three {main} types- Sole Proprietor, LLC and Corporation

Now this is when you say to yourself “Why do I care? My business if running fine just the way it is.”

And chances are if you don’t really know what an LLC or a Corporation are, you’re probably a sole proprietor. This could be costing you big time at tax time and could be putting your family’s hard work at risk. Just saying.

Let me help you out and break down the deets for you.


Sole Proprietor = You = Your Business

When you die, your business dies. You ARE your business. Literally. It’s you, your name, and whatever you’re selling. There’s no relationship with the state. You don’t have any special business tax ID because you use your social security number. You don’t have to file special taxes because you do what you’ve been doing all along and just file your personal taxes (and add on a Schedule C, of course).

That’s pretty awesome right?!

Well, guess what- being a sole proprietor has absolutely no liability protection. So your business debts are your debts. Owners are UNLIMITEDLY Liable.

Scary, huh! {See I told you you’d want to know about this!}

Limited Liability Company (LLC)

 

A LLC will give you the protection that a sole proprietorship doesn’t but you MUST have separate bank accounts for your business and personal funds. You’ll also have a franchise tax payment of $800 EVERY year no matter what (in California anyways). And you’ll also have to prepare some documents for the State.

In terms of taxation, you get taxed like a sole proprietorship, LLC or S-corp- you get to pick. It’s a buffet of entity selections.

This one’s good for limited paperwork but good liability protection.

Corporation

 

Last but definitely not least, is the Corporation. It‚Äôs one of the oldest and most ‚Äúprestigious‚ÄĚ entities- probably because it offers the most protection and flexibility. Buuut along with that comes a lot more formalities.

A corporation whether it’s an S-corp or a C-corp requires the most paperwork of all. It also requires annual meetings, a Board of Directors, minutes of the meetings and Officers. The good news is this Board and Officers can all be ONE person.

So form a Corp and have a meeting with yourself. Why not?

And you want know the difference between and S-Corp and C-corp? An S-Corp has an additional form to complete but the biggest difference comes into play at tax time.

Be sure to talk to your tax guy/gal to make sure you’re saving as much moolah as possible!


Well that‚Äôs it peeps. Hopefully you didn’t get¬†too¬†bored {yawn}. I know this isn’t the most glamorous topic and it can be a little scary, but it needs to be discussed. This will be key in protecting your business¬†ASSets¬†and ultimately whatever you leave behind to pass on via your estate.

But you know that’s what we’re here for! We handle the boring legal stuff to protect what you love the most and give you peace of mind so you can continue being the¬†badass¬†we know you are!

Have a great rest of the week!

 xoxo

Carmen

P.S. We will be moving our weekly posts to MONDAYS! We can all use a little Monday motivation.

P.P.S. Have burning questions? Want us to discuss something in our Newsletter? Simply respond and let us know!

 

Are you afraid of success?


Hey Sunshine! 

Happy Hump Day! Did you miss us last week? It was spring break for the teenager so we got a little behind, but we are back in action!

This week’s post is about being afraid of success. Yup. Success!

It’s common for people to say “I’m so afraid of failure.” But guess what?! People are scared of success too. Why?! Because by being successful- whether in your business or getting your ducks in a row personally- it means there is a next step to take.

If you’re not ready to¬†take¬†the next step, ask yourself why!

In relation to your business:

Is it because you don’t know how you’ll manage the growth of your business?¬†

Is it because you think there is not enough business? 

In relation to creating an estate plan:

Is it¬†because¬†you really don’t want to talk about dying and not being around for your kiddos?

Is it because you think it’s too expensive?¬†

Is it because you think you don’t have time?¬†

What all of this really comes down to is a shift in thinking! Don’t be¬†afraid¬†of success!¬† There is always enough business.There is an abundance of opportunities. By talking about the hard stuff now, you¬†protect¬†your loved ones¬†for the¬†future. Wouldn’t you rather plan ahead for an emergency than be a deer in headlights?

Stop dawdling! Get to it. By checking off “growing my business” and “do estate plan” from you to-do list, you open yourself up to lots of other opportunities to bring you more wealth, more time, and most of all PEACE OF MIND!


Don’t let fear get in the way of living a life you love!


Want to get started? Call the office or shoot me a note and we can figure out how to best meet your needs. Need an update to your plan? We, can help too!

 

xoxo

Carmen

P.S. Stay tuned for some really cool events we have coming up beginning in June! ūüôā