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NEWS & RESOURCES


California Probate Rule Changes and Some Insight from Warren Buffett
I hope this email finds you well. I'm checking in with a quick update about a couple big changes to California probate rules and a quick bit
Feb 282 min read
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Checking Up on Your College Student
Hey everyone, I hope this email doesn't interrupt your Christmas shopping. I wanted to touch base briefly about something clients have...
Dec 5, 20242 min read
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What If I Had Dementia?
Planning for the future Hello everyone, I hope your summer went well and you're braving the recent heat wave as best you can. I wanted to...
Sep 13, 20242 min read
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New to Medicare? Some Basics to Consider.
Hello everyone, I hope this email finds you all doing well. I was recently inspired to dig into a topic that is not of much concern for...
Mar 25, 20243 min read
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Adding a Legacy Contact for your phone
Hello everyone, I hope you're doing well and your Christmas holiday went wonderfully. I'm popping in with a last newsletter email to try...
Dec 28, 20232 min read
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I-Bond Redemption Roadmap
For those of you who (like me) pulled the trigger on I-bonds back when the rates were hovering around 9%-10% in 2022, you may be...
Nov 15, 20231 min read
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Why Powers of Attorney are a good idea for any of you with children over age 18.
Hello everyone, I know a lot of you have kids headed to college which is an exciting (and difficult?) time for many. My kids are only in...
Aug 30, 20232 min read
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New Trustee Requirements for Incapacitated Settlors
Hello everyone, I need to inform you of the requirements under the California Probate Code relating to Trustees serving on behalf of...
Aug 18, 20233 min read
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I'm Back with Some More AI Summaries!
Hello everyone, I just wanted to check in to let you know that I am back in the office if you need me. The family enjoyed a relaxing "off...
Jul 15, 20232 min read
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Playing around with Chat GPT
Hello everyone, I hope this email finds you well. I was commenting the other day to my son (age 9) about how work isn't as bad if you...
Jun 20, 20233 min read
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