I can’t help but think that soon… very soon… my daughter, Taylor, will be graduating high school. She’s not a senior this year, but time is going by much too fast! It’s such an exciting time for graduates. Full of excitement and anticipation about their futures as...
Helping You Protect Your Loved Ones And Your Legacy
Month: February 2012
Sending The Kids Off To College
Have you started thinking about the cost of a college education? Any good financial and estate plan should include provisions for financing the cost of education for your children. There are many options available to help you save for college, including college 529...
The Romance Business
If you are getting married soon, CONGRATULATIONS! So many details… planning, family and friend invitations, caterers, details details details. But don’t forget some of the most enduring decisions you will make BEFORE you tie the knot! Protecting your new family with...
Happy Valentine’s Day!
I 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...
What Happens In Vegas….
In 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...
What happens if I die without a will?
This is the answer to that question on the State of California’s website: If you are not married or in a registered domestic partnership, your assets will be distributed to your children or grandchildren, if you have any—or to your parents, sisters, brothers, nieces,...
Who Cares For Ya, Baby? (Client Care Program Information)
If you are too young to remember Kojak’s (Telly Savalas’ tv series) famous line, “Who loves ya, Baby?” then, you may not get my question, but no matter.. . It’s a quote just too fitting for me to let you know about our improved Client Care Membership Program. (It’s...
