October 2016 Newsletter
EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning.
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EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm
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September 2016 Newsletter
Text Message – Binding Contract?
A recent case in MA exhibits the strong potential for a court to find a text message response a sufficient writing to bind a party to a contract. How often do we text with family and friends? To what extent are text’s used in a business setting? When texting – do you give it the […]
Rising Problem in Nursing Home Care – Eviction
When parents enter into long term care facilities, stress and emotions run high for families. Unfortunately, many families face the additional issue associated with a parent who heads to the hospital and attempts to return to their long term facility. Increasingly, California seniors are facing eviction upon their return to the long term care facility. […]
November 2015 – What’s HOT in Estate Planning?
October 2015 Newsletter – IRA Protection Planning
August 2015 Newsletter – Key Documents for College Bound Children