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 15, 2024 | Trusts
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically...
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...
