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 | 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 | Feb 15, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity or be incapacitated How dementia...
by ruby | Feb 8, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
