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11 Jan The Crisis of Caregiving: A Legal Checklist

Posted at 10:05h in Blog, Wills And Revocable Living Trusts

If you’re paying attention, you’re aware that the subject of caregiving is coming up a lot more frequently in the news and in conversations with friends and colleagues. The AARP is devoting one of its monthly newsletter to a variety of topics related to caring for America’s aging family members....

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03 Jan How Will We Be Eating in 2022? Think Healthy

Posted at 11:48h in Blog, Wills And Revocable Living Trusts

You may or may not make formal New Year’s resolutions, but many of us make little promises to ourselves–to spend more time with our families, to exercise more and eat a healthier diet. To tackle that old to-do list. Creating a Living Trust tops many to-do lists. After nearly two...

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25 Dec The Holidays. The Perfect Time to Talk about a Living Trust!

Posted at 12:47h in Blog, Wills And Revocable Living Trusts

My family tried for years to get my folks to create a Living Trust. While my mom was an easy sell, it was my stepfather, Charlie, who was the holdout. A retired Navy pilot, we figured it was some kind of macho-military thing. He wouldn’t listen to my mom, his...

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21 Dec Covid Hijacks the Holidays: Evaluating Your Risk Tolerance

Posted at 11:08h in Blog, Wills And Revocable Living Trusts

Just about the time we thought it was safe to enjoy the holidays, omicron has popped up to spoil our fun. We kicked off the holidays just a few weeks ago with money in our pockets and high expectations. We prepped for in-person parties and planned trips to exotic locales....

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06 Dec Is It Time to Redefine “Fully Vaccinated”?

Posted at 15:34h in Blog, Wills And Revocable Living Trusts

Nearly two years of Covid, and the emerging variants indicate that it’s not going away anytime soon. We’ve adapted our business models and facilities to create safe environments. At Guideway, the uncertainty of this pandemic has resulted in an increase in people creating or updating their Living Trusts. A Trust...

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29 Nov The Infrastructure Bill: Giving Americans a Leg Up

Posted at 13:41h in Blog, Wills And Revocable Living Trusts

Former Minnesota Senator Al Franken called it “giving us a leg up”. Franken was lucky; his family had enough money to send him to Harvard. His wife Franni’s family was less affluent. Yet each sibling was able to attend college, thanks to a variety of programs, including scholarships and grants,...

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22 Nov The Kickoff: Holidays 2021

Posted at 16:26h in Blog, Wills And Revocable Living Trusts

Let the season begin! That old excitement is back in the air. What can we expect? A white Christmas in many parts of the country. People on the move. Crowded airports and train stations. Busy restaurants. Americans happily spending money again.   Forget the “need-to-haves”. Americans are ready for the...

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07 Nov Thanksgiving 2021: The Year We Get Even

Posted at 17:31h in Wills And Revocable Living Trusts

Who remembers last year’s Thanksgiving? Too afraid of Covid to travel, we became a nation of solitary diners hunkering down to a box of takeout, perhaps salvaging our meal with a good bottle of wine. My brother in Florida never got out of his pajamas. He watched the Macy’s parade...

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02 Nov Winter Vaccine Season; Is a “Twofer” Right for You?

Posted at 15:21h in Blog, Wills And Revocable Living Trusts

November is the month we get serious about prepping for winter–and that includes our annual flu shots. And for those with underlying medical conditions, those who live and/or work in high-risk environments, and those over 65, it’s also time to get a Covid booster shot. For those who qualify, make...

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25 Oct Divorce and Your Kids: Should you Stay Together or Split?

Posted at 20:04h in Blog, Divorce

Couples in unhappy marriages debate whether it’s better to stay together for the sake of their kids or get a Divorce. Ask kids who grew up in volatile, dysfunctional families, and they’ll tell you endless stories about what it’s like living in a home where there’s constant tension, anger and...

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18 Oct Planning Your Living Trust: Four Things You May be Overlooking

Posted at 12:17h in Blog, Wills And Revocable Living Trusts

As you start thinking about what belongs in your Living Trust, here are four things that often get overlooked—and can have significant, often costly consequences. Creating Joint Tenancy Assets In Living Trust conversations, joint tenancy generally refers to real estate and how you hold title to a property. If two...

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11 Oct Covid Survivors Belatedly Update Their Living Trust

Posted at 17:24h in Blog, Health

Tom and Gina came into our Oakland office to update their Living Trust—something they regretted not doing years before. Both Tom and Gina are Covid survivors. An RN at Kaiser, Gina became sick in the early days of the pandemic, and Tom soon became infected as well. Both were in...

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