All About The Family

The holidays are here! This time of year is supposed to be about celebrating life, love, and family. It’s a time when we should really reflect on how blessed most of us are, and it’s an opportunity for us to show and share our love to the people who mean …

Continue reading

Happy Thanksgiving & Thank You, Veterans!

This has been a very busy few weeks for us all. Karen and I spent some time in Florida learning about helping clients eligible or who soon will be eligible for Medi-Cal. Preserving and protecting assets for the elderly is an important part of planning that, the sooner it’s handled, …

Continue reading