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Securing Your Documents and Electronic Accounts, Securing Your Wishes

Posted on: March 14th, 2018
While we’re alive, we gather a library full of paperwork and access codes relating to such things as insurance policies, bank records, taxes, digital accounts, medical reports, personal property, and real estate and other assets. Protecting this kind of information is very important, but, surprisingly, many people forget to properly manage their documents and digital assets....

The Joy of Key Chains

Posted on: February 27th, 2018
One of the great joys of working with families with special needs children is seeing how they can inspire people to reach out to support one another. One of our clients, Marla and David Rosenblum and their daughter, Aubree, is a perfect example. ...

Caregiver Recognition Day

Posted on: February 13th, 2018
Senior Concerns is a wonderful organization, and on Friday, March 2, 2018 they will host Caregivers Matter…Conejo Cares, their third annual half-day program and luncheon honoring family caregivers who are caring for aging loved ones. ...

Where There's A Will, There's A Way — Celebrity Estate Missteps

Posted on: February 13th, 2018
Other than being famous, what do Abraham Lincoln, Martin Luther King, Jr., Jimi Hendrix, Pablo Picasso, James Dean, Howard Hughes, Michael Jackson, Heath Ledger, and Prince have in common? They all left significant estates behind them, but either had no Will or estate plan in place or if they did they “flubbed” it up leaving their loved ones unprotected. The missteps caused unintended consequences, public disclosure of private matters, enormous family strife and costing their heirs dearly in court and legal fees as well as delay....

Autism Resource Guide

Posted on: February 7th, 2018
If you have a child affected by Autism, there is a terrific resource you may benefit from right here in Ventura County. It is the Autism Society of Ventura County — founded in 1994 by local parents, educators and professionals to help support newly-diagnosed families and develop needed local resources. First known as the Ventura County Autism Society (VCAS), the organization is a non-profit chapter of the Autism Society of America....

How Will the Tax Law Impact Seniors and Persons with Disabilities?

Posted on: January 25th, 2018
Retirees, most of whom are on relatively fixed incomes, are probably the most concerned about what the new tax law will mean for them. But, generally, they will be less affected than others because the changes do not affect how Social Security and investment income are taxed. In fact, many will benefit from the doubling of the standard deduction and, with the new individual tax brackets and rates, will be paying less in taxes when they file their tax returns in April, 2019. (Most of the changes will apply to 2018 income, not 2017 income.) ...
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