by ruby | Feb 12, 2024 | Workshops
Join us for a workshop on Estate Planning Basics Thursday, February 22nd at 3pm PST @ Graton Community Club8996 Graton RdGraton, CA 954442 Join us for our upcoming workshop on the basics of Estate Planning. Ruby will guide us through what it looks like if you...
by ruby | Feb 8, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
by ruby | Jan 25, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare...
by ruby | Jan 5, 2024 | Workshops
Join us for a workshop on Starting your Year Off Right with Legacy Planning for You & Your Loved Ones Thursday, January 18th at 3pm PST @ Sebastopol Center for the Arts282 S High StreetSebastopol, CA 95472 It’s a New Year and a great time to get your year...
by ruby | Jan 5, 2024 | Estate Planning, Estate Taxes, Finance, Tips
Last week we looked at four different ways to lower your tax liability for 2024, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer...
