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...
Year: 2012
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...
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...
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,...
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...
Jacuzzi-In-A-Cave
Well, Karen did NOT disappoint me on my birthday! If you read my last post, I told you she left before me to visit her family in Israel, and I joined her right before my birthday and our 1st year wedding anniversary. She told me she had several yet-to-be-revealed...
A Higher Level of Estate Planning
Most people who consider estate planning want to accomplish at least one of five specific goals. Those goals are: The ability to maintain control of assets while alive. This includes investment and managerial control. Access to the assets. This includes access to both...