We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you should be. Here’s why: once your child turns 18, you are no longer entitled to know about their...
Helping You Protect Your Loved Ones And Your Legacy
Gerry’s Corner
Sweet 16, Swimming, and Safety Nets
I hope you all are still enjoying the Summer! Vacations, summer camp, swimming, camping… all the things that are most fun when it’s warmer weather keep you busy when these things are “thrown into the mix” of your regular routine! We are having a fairly quiet Summer...
Birthdays and Balloons
One of my client’s gave me some ideas for Karen’s birthday surprise that made me so excited to plan it! She would NEVER guess, and it would make the gap between her “wild and crazy” escapades/surprises and mine a teeny bit smaller. She had no idea where we were...
Graduation, Surgery, and Chips Ahoy!
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...
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...
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...
Happy Thanksgiving & Thank You, Veterans!
This has been a very busy few weeks for us all. Karen and I spent some time in Florida learning about helping clients eligible or who soon will be eligible for Medi-Cal. Preserving and protecting assets for the elderly is an important part of planning that, the sooner...
Elephant in the Room!
In case any of you have wondered… no, marriage to me has not “mellowed” Karen’s penchant for fun, wild and crazy, and unusual adventures. Sunday, we had a blast during a photo shoot… with an African elephant! One of Karen’s friends is writing a book, full of...
Flying High This Summer!
It’s been a fun summer, and I hope you and your family are also enjoying this wonderful time of year. Karen and I had quite an experience recently at an adventure tour where we “swung through the trees” like Tarzan and Jane! Well, maybe not exactly like them, but...
