Join us on Thursday, April 9th for our Drop-In-And-Learn Vlog on the ABC’s of Estate Planning: Part 1 hosted by attorneys Bob Vale and Stefani Coggins! To join this exciting vlog, please click the link below! https://zoom.us/j/276979923
On Friday, April 3rd, join us for our Drop-In-And Learn Vlog hosted by attorney David Rosenbaum for a fast-paced and exciting webinar on Keeping Trustees Out of Lawsuits! To join our vlog, please click the link below! https://zoom.us/j/2547688235
Join us on Thursday, April 2nd at noon for our next Drop-In-And-Learn Vlog! Attorney Bob Vale will be hosting Part 2 of our Advance Health Care Directive Vlog. This Drop-In-And-Learn will discuss how to fill out an Advance Health Care Directive. A copy of an Advance...
Planning for your loved one ensures their financial security and quality of life. Here are the three main aspects of planning; understanding financial and medical benefits, brainstorming your estate plan, and utilizing Special Needs Trusts. 1. Understanding Financial...
Join us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP’s will be provided for in-person attendees only. During...
