by ruby | Dec 29, 2023 | Estate Planning, Estate Taxes, Finance, Tips
It might seem a bit early to think about your 2024 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...
by ruby | Dec 15, 2023 | Estate Planning, Finance, Retirement, Tips, Trusts, Wills
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for...
by ruby | Dec 2, 2023 | Workshops
Join us for a workshop on Talking with Family over the Holidays Tips for Having Difficult Conversations with your Family over the Holidays Thursday, December 14, at 3pm @ CoLab Santa Rosa427 Mendocino Ave, Suite 100Santa Rosa, CA 95401 Having your family together for...
by ruby | Oct 5, 2023 | Workshops
Join us for an empowering webinar on Protective Planning for Women Securing Your Own, & Your Family’s Future with Confidence and Peace of Mind Tuesday, October 17, 6:00pm – 7:00pm @ CoLab Santa Rosa427 Mendocino Ave, Suite 100Santa Rosa, CA 95401...
by ruby | Jul 25, 2023 | Estate Planning, Probate
Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker. This person, also known as an executor or personal representative, administers the deceased person’s estate and ensures that...
