by ruby | Dec 20, 2024 | Estate Planning, Finance, Philanthropy, Tips
The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a...
by ruby | Dec 7, 2024 | Estate Planning, Trusts
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you...
by ruby | Nov 21, 2024 | Estate Planning, Legacy
If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential...
by ruby | Nov 8, 2024 | Estate Planning, Legacy
The death of a loved one is never easy. Regardless of your relationship with the deceased (for example, a relative, significant other, or close friend), you need space and time to process and grieve your loss. Once you have had time to cope with all that has happened,...
by ruby | Oct 25, 2024 | Workshops
Join us for a free workshop on Estate Planning Basics Tuesday, December 5th at 4:00pm PST @ the Graton Community Club8996 Graton RoadGraton, CA 95444 REGISTER NOW Are you ready to take charge of your future and ensure the well-being of your loved ones? Join us for our...
