by James Losaria | Jan 21, 2025 | Estate Planning, Legacy, Retirement
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025,...
by Robin | Jan 20, 2025 | Workshops
Join us for a free workshop on Estate Planning Basics Tuesday, February 6th at 4:00pm PST @ the Sebastopol Center for the Arts 282 S. High St. Sebastopol, CA 95472 Do you want to make sure the people you choose are making the decision you want when you pass...
by Robin | Jan 9, 2025 | Workshops
Join us for a free workshop on Estate Planning Basics Tuesday, January 21st at 4:00pm PST @ the Penngrove Social Firemen’s Clubhouse 385 Woodward Ave Penngrove, CA 94951 Are you ready to take charge of your future and ensure the well-being of your loved...
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...