Timely Legal Updates

New California statutes, federal tax changes, and court rulings—summarized in one paragraph.

Mini Case Studies

Real-world wins (and cautionary tales) showing how a small tweak can save time, fees, or taxes.

Step-by-Step Checklists

Seasonal reminders—fund your trust, update beneficiaries, prep for year-end gifting.

VIP Event Invites

Early access to our free workshops for seniors, caregivers, and veterans before seats open to the public.