by Robin | Feb 20, 2026 | Estate Planning, Legacy, Tips
February is Black History Month — a time to honor the resilience, achievements, and contributions of Black Americans. It’s also a powerful reminder to think about the future and the legacy you’re intentionally building for your family. For many Black families, legacy...
by Robin | Jan 9, 2026 | Estate Planning, Trusts, Wills
You open the door to your parents’ home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no one uses. A garage packed with tools, holiday decorations, and boxes labeled “miscellaneous.” Drawers...
by Robin | Oct 3, 2025 | Estate Planning
We had such a wonderful time at our Client Appreciation Event on September 12th! It was a joy to gather with so many of our amazing clients and celebrate the relationships we’ve built together. Thank you to everyone who joined us—you made the afternoon special. Enjoy...
by Robin | Jul 31, 2025 | Workshops
Join us for a free workshop on Wings & Wills! Saturday, September 23rd at 4:00pm PST @ the Healdsburg Community Center1557 Healdsburg Ave. Healdsburg, CA 95448 Come for the wings, stay for the peace of mind! Join us for Wings & Wills, a free and...
by Robin | Jul 31, 2025 | Live Webinars
Join us for a free LIVE webinar on The World Feels Out of Control – Your Estate Plan Doesn’t Have to Be Saturday, August232, 2025 at 10:00am PST In today’s world, it’s easy to feel like everything is uncertain—politics, the economy, even the news from day to...
