by ruby | Aug 13, 2024 | Estate Planning, Legacy, Tips, Trusts
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here’s what we think you should consider as you decide: First, consider whether...
by ruby | Aug 13, 2024 | Workshops
Join us for a workshop on Estate Planning Basics Thursday, August 22nd at 4:30pm PST @ Sebastopol Center for the Arts282 South High StreetFireside RoomSebastopol, CA 95472 REGISTER NOW Are you ready to take charge of your future and ensure the well-being of your loved...
by ruby | Jul 19, 2024 | Workshops
Join us for an empowering webinar on Defensive Financial Strategies for Women Strategies to Help Secure You and Your Family’s Financial Future Monday, July 29th, 3:30pm – 4:30pm @Finley Community CenterCypress Room2060 W College AveSanta Rosa, CA 95401...
by ruby | Jul 15, 2024 | Trusts
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically...
by ruby | Jul 1, 2024 | Workshops
Join us for a workshop on Estate Planning Basics Tuesday, July 23rd at 4:30pm PST @ Penngrove Social Firemen Clubhouse385 Woodward Ave.Penngrove, CA 94951 REGISTER NOW Are you ready to take charge of your future and ensure the well-being of your loved ones? Join us...
