Willow Creek Wealth Management

In the past week, we have received a number of requests for information about how to provide financial assistance to victims of the Camp Fire in Butte County. We have assembled a list of organizations accepting donations, shown below, which may guide...

With so much of our financial and personal information now online, estate plans must address the fact that our digital selves will outlast our human selves. Loved ones left with the unpleasant task of navigating and penetrating the digital maze can inherit...

DIVERSIFICATION – WHERE’S THE BENEFIT
As the financial media shouts, “Stocks soar to new highs,” and promotes the strong performance of the S&P 500 or the Dow Jones Index, investors may be asking “Where are my investment returns?”
So far, 2018 has proven to be a year when all asset classes other than US Large Companies, or “TV Stocks,” have been a drag on returns for the diversified investment portfolio. And once again, investors start to question the benefits of diversification...

The recent passing of the “Queen of Soul” arrived with some surprising news. With an estimated $80 million estate, Aretha Franklin died without a will or a trust.
Rock and roll star Prince left his heirs in the same lurch a few years ago. Other celebrities who died without a will (intestate) include: singer-songwriter-congressman Sonny Bono; artist Pablo Picasso; guitarist Jimi Hendrix; and billionaire businessman...