NEWSLETTERS | Wiggins And Ebert Ap

NEWS & RESOURCES

Sep 132 min

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...

Mar 253 min

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...

Dec 28, 20232 min

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...

Nov 15, 20231 min

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...

Aug 30, 20232 min

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 18, 20233 min

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...

Jul 15, 20232 min

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...

Jun 20, 20233 min

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...

Mar 3, 20232 min

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...

Aug 30, 20222 min

Thanksgiving Update 2022

Hello everyone, I hope this update finds you doing well. I wanted to touch base as Thanksgiving is nearly upon us and Christmas is right...