Category Archives for "Video"

Jan 13

You’re invited to our latest “Lunch and Learn” event

By Amy Hsiao

Businesswomen often have to juggle between their business, family, and children. How do you keep the balance between your business and family while protecting your assets?  Join us on Thursday, January 23 at our “Lunch and Learn” educational seminar to find out. After attending, you’ll walk away with tips every businesswomen/owner should know.   This event will be […]

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Dec 26

Happy Holiday Season 2019

By Amy Hsiao

Happy Holidays from our team to your family! We hope that you and yours are able to spend lots of quality time together while you enjoy the great holiday meals and festivities that are sure to come. As always, if you have any questions for us, don’t hesitate to react out. We are here to […]

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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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Oct 24

What if Your Healthcare POA Isn’t Around or Has Passed Away?

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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Oct 03

Don’t Miss Our Upcoming Lunch and Learn Event-You’re Invited

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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