ON THE AIR: Who needs an estate plan? (Spoiler alert: almost everyone)

Paul Hynes, founder of HearthStone Private Wealth Management, Ricsie Hernandez, an Estate Attorney with Brierton Jones and Jones and Marilyn Kriebel, a Professional Fiduciary and owner of Kriebel and Associates join Richard Muscio, host of “It’s Your Money and Your Life,” aired on Dec. 30, 2019 on KFMB radio to discuss the critical elements of an estate plan.  Please click here to listen to the show.


HearthStone “Sings” in the Holidays with PFAC San Diego

Carolers dressed in holiday attire singing.

On the afternoon of December 11, the team at HearthStone Private Wealth Management joined members of the Professional Fiduciaries of California-San Diego Chapter at Saint Paul’s Villas in Banker’s Hill for a Holiday Sing-a-Long. HearthStone’s own Ben Blaustein played the guitar while Karen Clapp led the vocals.

The residents in attendance were buoyed by the holiday cheer and joined in the caroling. Each received a colorful Christmas tree light “necklace” and bell “bracelets” to jingle. Cookies and punch were enjoyed at the end of the festive hour.

Thank you to PFAC San Diego for devising this holiday outing. We were pleased and proud to participate.


HearthStone to Support Special Needs Planning Symposium as a Gold Sponsor February 7-8, 2020

HearthStone is pleased to participate as a Gold Sponsor at the Fourth Annual Special Needs Planning Symposium taking place in February 2020 in Napa, California. We will learn about the latest developments and planning strategies to better serve persons with disabilities.

 

HearthStone to Sponsor Society for Trust and Estate Practitioners (STEP) Institute Feb 3-4, 2020

For the second year in a row, HearthStone is participating as a sponsor at the 9th Annual Institute on Tax, Estate Planning and the World Economy on February 3-4, 2020 in Newport Beach, California. We will hear from national speakers providing the latest insight on advanced planning strategies for helping international families.

 

HearthStone Hosts 8th Annual Wines of Autumn on November 19, 2019

Each fall, the Wines of Autumn seeks to introduce guests to special wines they might not otherwise experience, matched with the award-winning cuisine of the WineSellar and Brasserie. This event reflects the passion of HearthStone founder and CEO, Paul Hynes and his wife, who are avid wine lovers and collectors. On November 19, approximately 45 guests gathered at the WineSellar and Brasserie to sample the 2019 selection of carefully curated wines and appetizers. Among other benefits, this taste sensation provides attendees with wine ideas for their Thanksgiving table.

 

HearthStone is Lead Sponsor for 2019 Probate Attorneys of San Diego Dinner on October 25th, 2019

For the fifth year in a row, HearthStone Private Wealth Management has participated in the widely anticipated annual gala for the Probate Attorneys of San Diego (PASD). The mission of PASD is to serve the public and legal profession by enhancing the practice of law in the areas of Trusts and Estates, Conservatorships, Guardianships, and Elder Law to promote justice, professional excellence and respect for the law.

 

Team HearthStone Supports Walk4ALZ on October 19, 2019 

Group of walkers, LEAD4theCure
HearthStone's LEAD4theCure Walkers 2019

For the fourth year in a row, HearthStone’s “Lead4theCure” team walked in the annual Walk4ALZ on Saturday, October 19th, in Balboa Park. More than 2,500 people attended. Together, they met and exceeded the goal of $625,000, providing crucial financial resources for local Alzheimer’s support and research. As in previous years, funds raised in Walk4ALZ stay in San Diego County.