Photo courtesy of Pixabay.


Community Foundation plans financial well-being workshop for women

Topics will include budgeting, debt management, investments, retirement accounts, life insurance basics, estate planning, asset protection, and more.

living trust.jpg


New law is good news for Medi-Cal beneficiaries

A new law will make it much more difficult for Medi-Cal to recover against an individual's estate

Business Transfer & Estate Planning Seminar for Farmers & Ranchers

San Benito farmers and ranchers are invited to attend this free seminar at the Hilton Garden Inn Gilroy Wednesday, May 14th from 3-5 pm. Topics include Successful Business Transition and Estate Planning. RSVP to Lee Murphy at (408) 476-6887.

estate planning.jpeg

Business / Economy

Estate Planning Basics

The Components of an Effective Estate Plan