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 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...
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...
by ruby | Mar 22, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estate planning: A...
by ruby | Mar 7, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of...
