by ruby | Oct 25, 2024 | Workshops
Join us for a free workshop on Estate Planning Basics Tuesday, December 5th at 4:00pm PST @ the Graton Community Club8996 Graton RoadGraton, CA 95444 REGISTER NOW Are you ready to take charge of your future and ensure the well-being of your loved ones? Join us for our...
by ruby | Oct 24, 2024 | Estate Planning, Legacy, Tips
Most people believe that receiving a large inheritance from a loved one would be life-changing. At least one study, however, found that about one-third of Americans who had received an inheritance eventually experienced a decrease or no change in their wealth after...
by ruby | Oct 15, 2024 | Workshops
Join us for a collaborative workshop on Estate Planning Basics & How to Incorporate Charitable Giving in your Estate Plan Thursday, October 24th at 12:00pm PST @ Sebastopol Center for the Arts282 S High StreetSebastopol, CA 95472 REGISTER NOW Join us for an...
by ruby | Oct 10, 2024 | Estate Planning, Legacy, Tips
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place...
by ruby | Sep 26, 2024 | Workshops
Join us for a workshop on Estate Planning Basics Tuesday, October 15th at 4:00pm 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...
