Archive for Gerry’s Corner
Happy Valentine’s Day!
Posted by: | CommentsI certainly hope everyone had a wonderful Valentine’s Day! it’s a fun time of year and many new families begin with romantic proposals on this day every year. There are no hard and fast statistics, of course, but it’s estimated that about 10% of all engagements take place on February 14th.
Karen doesn’t consider herself a cook (although I certainly do because she’s a good one!), but she decided to make a romantic dinner at home this year.
Her 4-course meal could have been served in a 5-Star, gourmet restaurant. From the sweet potato soup with apple bits to the crock pot lasagne (simmered for 7-8 hours), it was hard for me to believe that these were firsts for Karen to prepare.
Topped off, as you can see to the left, was a scrumptious chocolate cake, with decadent chocolate covered strawberries on top.
Can I say I’m a lucky duck? YES!
It was wonderful!
She’s definitely a keeper!
I’m sure you feel the same way about your dearest, and we all send you the warmest wishes for a wonderful, romantic rest of February! I’d love to hear about your Valentine’s so send me those stories that made yours special (or, at least, memorable!), and I’ll post them if you like to share with our other readers.
And if you got engaged, read this week’s article on “The Romance Business” to ensure that you and your future spouse keep that spark for a very long time!
Until next time,
Gerry
What Happens In Vegas….
Posted by: | CommentsIn the last couple of weeks, Karen and I had to travel to Las Vegas for a wedding. You may remember this is where Karen lived when we met. So, it wasn’t a quickie, drive thru chapel type wedding. It was a real bash! Karen was a bridesmaid for the first time in the U.S. so it was fun for her for several reasons.
The weekend away was also a nice way for us to have time away for a couple of days, as well.
Karen’s heart goes out to those animals not easily adoptable for whatever reason. She’s such a softie and would take them all if she could! So, now, we have two new additions to the family. Two solid black cats (can you believe that superstition makes these beautiful animals hard to new homes?). Their names are Marble and Puma ,and we love them already. We are holding our breath to see how well they are finally received by our other cats, Romeo and Harley.
On this note, if you have ever thought of having a Trust for your family pet, call us. California law allows you to leave a Trust to ensure money is available to provide care for your pet after your gone. It’s actually good planning if you love your pet like a member of the family!
Speaking of members of our household (smile), I want to remind you about our Client Care Membership program where we keep your documents and assets up to date so that your plan will work when it needs to with unlimited amendments. In addition, there are many bonuses we’ve recently added. For example, we have a new one called ClientDocX that allows you to store all of our estate planning documents on a secure server, and you can selectively give access to certain individuals (i.e., your agents, financial planner and CPA).
It can also maintain all of your financial documents and, if you choose, you can store all your passwords. We highly recommend this feature because, if a loved one becomes incapacitated, it makes it much easier to handle business. If you’d like to find out more about Client Care, call our office at 818.905.6088 or visit the Client Care section at www.estplan.com.
Until next time,
Gerry
Jacuzzi-In-A-Cave
Posted by: | Comments
Well, Karen did NOT disappoint me on my birthday! If you read my last post, I told you she left before me to visit her family in Israel, and I joined her right before my birthday and our 1st year wedding anniversary.
She told me she had several yet-to-be-revealed “gifts” for me when I got there.
WOW! Besides the camel ride (see picture), the hot tub in the cave, romantic dinners (she had a chef come in and prepare us an 8-course meal. It was incredible! She surprised me by finding a gorgeous man-made rock cave, which had all the modern amenities. Inside was our own private 6 person jacuzzi that was also built nto it’s own cave-like cove. It was a fun, VERY unique evening to be sure!
Again… Wow… I have an amazing wife who really knows how to make anything an adventure.
Hey! Help me out! Send me some ideas that will WOW HER for her birthday coming up in May!!! I’m getting better, but I want to at least “top” her ONCE! (smile!) So, tell me your story or send me your ideas! PLEASE! 
Things are pretty much back to normal in the office, and we’re already into a great January with all the presentations we have scheduled. Hey! If you have not already done your planning, I will pay you $25.00 if you will just spend one hour with me tomorrow night at 7:30pm and feel it was not worth your time. You will not be disappointed! Learn how to keep your money in your pocket and out of the government’s! Click here to register now.
Stay tuned for the article this week which is a higher level of Estate Planning which is what I’m hoping for you, your family, your business.. your LIFE! Make 2012 the year that you commit to making that step to getting your financial house in order!
Until next time,
Gerry
