People in California may know singer and entertainer Frankie Valli best as the lead singer of the Four Seasons, a wildly famous, pop foursome whose hits spanned many decades, most recently reaching new audiences with the Broadway smash hit "Jersey Boys," which was...
Month: May 2014
Estate planning is the ultimate exercise in preparation
Successful men and women in California know that planning and preparation are critical ingredients in the recipe for success, so it should come as no surprise that preparation is also the key to maximizing that success for the greater good. People chart their course...
Estate planning to ensure inheritance
People in California may have seen a recent financial news article in Forbes, which discussed the issue of inheritance. Specifically, Forbes explained how people in the Baby Boomer generation may actually be leaning against leaving assets to their children when they...
Powers of attorney help combat elder abuse
People in California may have seen a recent article in The Wall Street Journal about how many financial firms are now stepping up their efforts to identify and protect senior citizens against financial abuse, when their clients seem to be losing their mental and...
Life changes require changes in preparation for the future
People in California know that the only constant in life is change. People's lives change in some way each and every day, whether they realize it at the time or not. Some of these changes are obviously bigger than others, and some of them require a great deal of...