by ruby | Sep 26, 2024 | Estate Planning, Legacy
Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or...
by ruby | Sep 3, 2024 | Estate Planning, Legacy, Tips, Trusts
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings...
by ruby | Aug 25, 2024 | Workshops
Join us for a workshop on Estate Planning Basics Tuesday, September 17th at 4:00pm PST @ Finley Community Center2060 W College AveSanta Rosa, CA 95401 REGISTER NOW Are you ready to take charge of your future and ensure the well-being of your loved ones? Join us for...
by ruby | Aug 25, 2024 | Workshops
Join us for a webinar on Estate Planning Basics Thursday, September 12th at 12:00pm PST via Zoom Workplace REGISTER NOW Are you ready to take charge of your future and ensure the well-being of your loved ones? Join us for our upcoming webinar on Estate Planning...
by ruby | Aug 13, 2024 | Estate Planning, Legacy, Tips, Trusts
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here’s what we think you should consider as you decide: First, consider whether...
