Dec 16

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1

By Amy Hsiao

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with aging parents and other senior family members.By 2060, the number of Americans aged 65 and […]

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Dec 09

5 Steps For Adding Digital Assets To Your Estate Plan

By Amy Hsiao

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following […]

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Nov 27

How Home Sales Are Handled During Divorce

By Amy Hsiao

I recently had the privilege of sitting down with expert Realtor Mark Schauder of Pacific Sotheby’s International Realty to discuss a subject clients ask me about all the time: How to handle a house during a divorce. Mark has been a Realtor for 17 years, and actually specializes in divorce-related real estate—an industry that is particularly […]

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Nov 20

Pictures With Santa

By Amy Hsiao

Santa Claus is coming to town, and he’ll be making a stop at The Commons is a grassy area outside of our office building located at 4225 Executive Square La Jolla, CA 92037 this year. Be sure to come and take a photo with him on Saturday, December 7, from 10:00 a.m. to 1:00 p.m. […]

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