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Just as a Living Trust has become an important part of financial planning, a reverse mortgage can play a role in generating extra revenue for retired seniors. Reverse mortgages have been arounds since 1961, and they’ve always been somewhat controversial. Yet a reverse mortgage can be a real difference-maker for...

Covid-19 has left many families grieving the sudden loss of their loved ones. As Guideway assists them in probating their estates, we’re sensitive to the painful loss of family members. In a best-case scenario, the Probate is uncontested by the surviving family members, the Executor settles the estate and it’s...

These Are Documents You May Need Sending kids off to school in the fall has always been an important ritual that marks the changing seasons. It’s an exciting time for kids: A time for learning, social development and a growing independence. Parents are just glad to get back into familiar routines. Nothing’s...

It was just a year ago that California’s independent contractors, or gig workers, kicked off the year wondering how to either leverage or circumvent AB5, the law intended to give them workplace benefits. Lawmakers assumed that companies would comply with this new law and convert those gig jobs into full-time...

We’re six months into this miserable disease and there’s little to feel good about. Yet stories emerge of truly heroic people who are manning soup kitchens, putting in 14-hour days in healthcare facilities and fueling supply chains to help save lives. Now independent groups have come together as “Frontline Foods”. An...

Sally Clark is 62 and unemployable. She’s savvy, high-energy and at the top of her game, an expert in branding. She would love to be working but can’t find a job. “I worked in corporate America for more than 40 years with big-name companies. But I cannot get a job--the...

Europe’s new heroes aren’t actors, musicians or politicians. The new celebrities are epidemiologists and virologists. These are the people who are drawing huge virtual crowds around the world during their regularly scheduled briefings. There’s a good reason for their popularity. COVID Heroes: Scientists are the new rockstars! In a time of...

Dr. Adam Hill, an emergency room doctor, and Neena Budhraja, a physician’s assistant, both work in New York City public hospitals that are overwhelmed by the coronavirus. They sat down one night to address a growing concern: Determining who would be their 18-month son Nolan’s legal guardian if they became...

Shelly and Doris were retired flight attendants who lived in Lafayette. They’d never met during their careers, but now that they were retired, they’d become great friends and loved to laugh and share stories over a glass of wine. When Shelly went into the hospital for routine surgery and died from...

The life-threatening coronavirus has completely upended our lives. Families with small children or elderly family members are feeling especially vulnerable. The result is more people feeling the need to create Living Trusts. We recently created a Living Trust for “Jim” and “Monica”. They’re in their late 30s with two kids—“Ben” is...

Every family right now is frightened by the magnitude of the coronavirus. They may be thinking about whether or not they should create a Living Trust. For those families with children under 18, an important part of our Trust package is the Will, where you can name a Guardian to...

This is the time of year when we see a lot of new clients who are following up on their New Year’s resolutions to create or update their Living Trusts. But when was the last time you checked to see whom you named as the beneficiary on your retirement account, life insurance...