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, …
1. Help two different clients get ready to sell a home through probate due to their family or friends who didn’t have a plan in place. Reviewed contracts, title searches, and met with brokers. 2. Work with at least half a dozen families to deal with assets after a loved …
Rosh HaShanah begins tomorrow night at sunset. If you celebrate Rosh HaShanah, then, “L’Shanah Tovah,” (“May you have a good year!”) Last week, we had our first teleseminar/webinar in over a year, and there were so many people online, that we are going to do this again regularly. We want …
A will is a legal instrument that tells the world who you want to get your assets. Move on to the after-life without a will in place, and a judge will decide who gets what, without regard to your wishes and without regard to the needs of your loved ones. …
