In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
Passing along some useful information this time. Our friends over at reviews.com have recently done a write-up on life insurance, and reviewed a few major providers, which can be found here: https://www.reviews.com/life-insurance/ We would like to add the following...
When the Tax Cuts and Jobs Act first passed, it left many of us going into the new year with little knowledge about the details. It has been picked apart by experts now and a clearer picture is starting to form. Some of the bigger changes are on the income tax side,...
A quick update for anyone searching for information on helping seniors. A Place For Mom is a national company that helps with senior care and living facility placement. If you are looking for help for yourself or a loved one in the San Jose area.
