Originally published in North Bay Business Journal Typically, I shy away from the “National this-or-that” Days that make the rounds on social media. Still, one of those recently captured my attention: August has apparently been named National Make-a-Will Month and given my work and experience as a Wealth Advisor, this is a cause I can […]
Read More… from Outsmart the Certainty of Death and Taxes: Make a Will
No one can fully prepare for the death of a spouse, close family member, or dear friend. But the less we know and the less we are prepared, the more complicated dealing with financial issues that arise after a death can become. This is a subject no one wants to read about. So do me […]
Read More… from Six Financial Steps When There’s a Family Death
707-829-1146 (Sebastopol)
415-925-1388 (Marin)
800-696-8096 (Toll Free)
info@willowcreekwealth.com
Sebastopol [8-5 M-Th, 8-4 F]
825 Gravenstein Hwy N., Suite #5
Sebastopol, CA 95472
© 2022 Willow Creek Wealth Management • All Rights Reserved • Website Terms of Use and Privacy