Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how you want to do it differently, as your parents’ age, …
3 Estate Planning Documents Your Parents Need Right Now Read More »
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out. This week, we’re continuing the financial love with 7 more tips you can use to benefit your family this month and the year ahead. Let’s …
14 Ways to Show Your Finances Some Love This Year – Part 2 Read More »
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning. Now I know what you’re thinking – that doesn’t …
14 Ways to Show Your Finances Some Love This Year – Part 1 Read More »
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no …
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing …
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often …
Want to Show Your Partner How Much You Love Them? Put Them In Your Will Read More »
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets …
2 Conversations About Money and Death You Need to Have With Your Parents Right Now Read More »
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – …
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially …
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid Read More »
As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or your siblings have done it for their …
Your Most Important New Year’s Resolution: A Kids Protection Plan Read More »
TEMECULA
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Temecula, CA. 92591
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ABOUT US
With combined experience of over 50 years we have assisted and supported our clients, their families and businesses through many different situations. We focus on seeking solutions rather than creating problems for our clients. Whether you need support and services in litigation (family law, business and personal injury), would like mediation or need Estate Planning services, we will meet your needs with exceptional skill, ability and experience. We offer our clients compassion, integrity and respect.
