Boomers and Seniors Ride the Technology Tsunami

Posted date: January 24, 2021 No Comments

COVID-19 Causes Separation – Technology Delivers Services and Connection Camarillo, CA – June 11, 2020 – David MacMahan, like all of us has seen the COVID-19 pandemic tragedies of families forced to peer through windows to communicate with ill ...

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Leave the Gift of True Thoughtfulness to Your Heirs

Posted date: January 22, 2021 No Comments ...

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Overcoming the Great Divide

Posted date: December 15, 2020 No Comments

Trust & Estates ...

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“Who Gets What?” Interview with Steve Gurney, Positive Aging Sourcebook

Posted date: October 27, 2020 No Comments  (1 hour talk) ...

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When Dividing Assets, the Little Things Matter

Posted date: April 16, 2016 No Comments

The text below is from an article that originally appeared in The New York Times on April 15, 2016. Read the full article. People often spend a lot of time crafting estate plans that lay out how their big assets — from cash to homes and securities ...

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