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Anyone who grew up in a dysfunctional family understands the potential for discord when it comes to the family estate and an inheritance. But even in the closest of families, if there’s money involved, there’s room for conflict. Power of Attorney: Choose the person you can trust In Alana’s case, the dust...

When Jeannie was having trouble making ends meet after her husband died, she asked my friend Jim what he thought about reverse mortgages. Jim spent 40 years in the financial services industry, and these guys tend to be wary of things like life insurance and reverse mortgages. As predicted, Jim...

A Guideway Trust client, Shirley, decided that the new year was time for making long overdue changes to her life. She made an appointment to create a Living Trust, which includes a Power of Attorney and an Advance Healthcare Directive, that she’d been putting off for years. She started doing...

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....

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...

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...

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....

In 2000, California enacted new legislation authorizing non-lawyers to prepare legal documents for people performing their own legal work. Recognizing an important opportunity to make straightforward legal matters like Living Trusts and Divorce affordable to more people, Tom and Sue Goehring became licensed Legal Document Preparers and opened the Dublin office in 2003. And...

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...

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,...

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 “I deserve-to-haves” Salesforce...

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...