Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, those that do make few updates once the plan has...
Many older adults are capable of driving safely, even into their 70s and 80s. But people age differently. Several factors place seniors at much greater risk for road accidents and affect seniors’ driving ability. More importantly, a person 70 or older involved in a...
The holidays are an ideal time to reflect on who and what you are most grateful for in your life. While you are spending quality time with your loved ones this holiday season, we hope that you, like us, take this opportunity to share family traditions,...
The end of the year is fast approaching. As we all prepare for the holidays and the coming of 2019, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Review...
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you...
Plan Ahead Before a Crisis OccursSeptember 17, 2021
Don’t Make These Mistakes When It Comes to Inheritances and Medi-CalSeptember 15, 2021
Don’t Forget to Plan for Incapacity!September 13, 2021
Considerations for Caregiving from AfarSeptember 8, 2021
Five Reasons to Protect Your Retirement Accounts NowAugust 30, 2021