The Carmel Valley Life | Search Results

Selecting a Guardian for Your Children

The birth of a child is an important time to begin your estate planning, if you haven’t already. Not only will you want to plan and protect your child’s inheritance, but of more concern may be deciding who could care for your child when you are unable to and incapacitated, or if you’ve passed away […]

February 12, 2019 / No Comment / Read More

What is Estate Planning?

February 5, 2019 No Comment

Estate planning allows you to control your property while you are alive, take care of you and your loved ones if you become disabled, and give what you have, to whom you want, the way you want. It also allows you to save every last tax dollar, professional fee and court cost legally possible. An […]

San Diego Holiday Activities Close to Home

November 23, 2017 No Comment

Happy Holidays from Your Neighbors! If you are looking for some San Diego Holiday Activities close to home, Encinitas has events that offer the friendliness of Carmel Valley and the charm of the beach. Plus, its just up the freeway from the Carmel Valley San Diego community. On December 8th, 15th, and 22nd, participating shops located […]

A Few of My Favorite Spring Things in San Diego

April 22, 2014 No Comment

I love Spring in San Diego. Well, I really love every season in San Diego; but to me Spring seems to bring fresh opportunities and a sense of happiness everywhere you go as summer excitement begins. This month I would like to share with you some of the new activities I have been up to, […]

Planning a Wedding or Planning Your Estate?

March 4, 2014 No Comment

Planning a Wedding or Planning Your Estate? The Elements are the Same! I am in the midst of planning my wedding, and I love it. Call me crazy, but I truly enjoy the process. What I’ve realized is that planning a wedding is really no different than what I have been doing for my clients […]

The Difference Between a Revocable & Irrevocable Trust

February 10, 2014 No Comment

What is the difference between a revocable and irrevocable trust? The answer to this may seem obvious. If your trust is revocable, it can be revoked, amended, or changed. If your trust is irrevocable, it cannot be revoked, and the terms within are absolute. What does this really mean? And why would you want an […]

How a “Bucket List” Can Help You Achieve Success in 2014

January 24, 2014 No Comment

Happy happy new year everyone! It is time for the resolution speech. Even though the whole “lose weight” and “get in shape” thing is my business, I am not really into resolutions since most people set themselves up for failure. It is hard to watch folks fail but more importantly, I do not understand why we […]

Homework for the New Year

January 20, 2014 No Comment

It’s a New Year, and it’s time to get things organized. If your estate plan is complete, go through this checklist for some follow up steps to consider. If your estate plan is not complete, make it a goal for the New Year. □ Review your existing plan. Do you remember who you named as […]

Elder Abuse Awareness

December 19, 2013 No Comment

Recently I have attended presentations and read various articles and campaigns spreading awareness about elder abuse. It is valuable information that must be passed on. There are different types of abuse that can occur, but in this article I’m particularly focusing on financial elder abuse. An Example of Financial Elder Abuse Kelly Phillips Erb, tax […]

You’re Protected, But What About Your Kids?

November 14, 2013 No Comment

I do not have children of my own yet, but I have a younger brother in college that has had me thinking about the need for young adults to take steps to protect themselves. My brother Stephen is an active 22 year old. He’ll go out boating, cliff jumping, to music festivals and travelling on […]

Health Care Directives – Life’s Important Decisions

October 9, 2013 No Comment

Health Care Directives – One of Life’s Most Important Decisions California law provides individuals with the ability to document their health care wishes in the event they are unable to make health care decisions themselves. This may include documenting authorizations for organ donations, documenting the type of care and treatment you would want to receive, […]

Healthy Aging Month – the Secret to Aging Gracefully!

September 18, 2013 No Comment

I don’t know about you, but I’m at the age where I’m considering different anti-aging skin products, and am always looking for ways to stay young, fresh, and healthy. This month I’m stopping to ask myself what is so bad about aging? Instead of trying to beat it, we should embrace it! Healthy Aging Month […]