Pablo

Pablo

Blog by Pablo

Why Would You Use a Personal Daily Money Manager?
Sometimes people just need a little help in managing their day-to-day finances. A Daily Money Manager can more than pay for themselves by setting up a good review and payment process.
November 09,2021 10:18 AM - Comment(s)
California Proposition 19 - What it Means for You
California Prop 19 has made it much more complicated to pass down properties to your heirs. What do you need to know?
October 18,2021 10:18 AM - Comment(s)
Special Needs Trusts - What You Need to Know
Special Needs trusts are a valuable tool in managing the needs of a family member who is on public assistance. But they are complex, confusing and require special care.
September 14,2021 11:03 AM - Comment(s)
No Will?  No Trust?  Who Gets the Stuff?
If you die without a will or trust, how will your assets be distributed? Who gets your stuff?
September 14,2021 11:03 AM - Comment(s)
How to manage or delete social media accounts after a loved one's death
September 07,2021 11:03 AM - Comment(s)