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...
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NEWS & RESOURCES
Sep 132 min read
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...
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Mar 253 min read
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...
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Dec 28, 20232 min read
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...
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Nov 15, 20231 min read
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...
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Aug 29, 20232 min read
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...
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Aug 18, 20233 min read
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...
140 views0 comments
Jul 14, 20232 min read
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...
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Jun 19, 20233 min read
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...
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Mar 3, 20232 min read
How to protect against title fraud.
Hello everyone, The past couple years, I've had more clients inquire about With the significant amount of equity many of us have in our...
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