by ruby | May 3, 2024 | Workshops
Join us for a workshop on Estate Planning Basics Tuesday, May 21st at 4:30pm PST @ Graton Community Club8996 Graton RdGraton, CA 95444 Are you ready to take charge of your future and ensure the well-being of your loved ones? Join us for our upcoming workshop on Estate...
by ruby | May 3, 2024 | Estate Planning, Trusts, Wills
Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly...
by ruby | Apr 18, 2024 | Estate Planning, Retirement
The practice of burying our dead in the ground has been traced back over 100,000 years ago. For the vast majority of that history, those burials have been green. In fact, the practice of embalming, one of the most environmentally harmful aspects of modern American...
by ruby | Apr 8, 2024 | Workshops
Join us for a workshop on Estate Planning 101 Thursday, April 18th at 4:30pm PST @ Santa Rosa Veterens HallDining Hall Room – East Side1351 Maple AveSanta Rosa, CA 95404 Are you ready to take control of your future and protect your loved ones? Join us for our...
by ruby | Apr 5, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of...
