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Your Estate Matters Newsletter, Vol. 27.4

October 16, 2022

This issue’s articles include:

  • When Safe Isn’t Actually Secure
  • How to Manage Chronic Pain
  • How to Deliver a Meaningful Eulogy
  • How Your Retirement Accounts Are Impacted
  • Can You Guess This Legacy?

Your Estate Matters Newsletter, Vol. 27.3

July 14, 2022

This issue’s articles include:

  • Second Time’s a Charm
  • The Joy of Foster Parenting
  • No Longer Behind the Wheel? Not a Problem
  • International Estate Planning
  • What’s In a Legacy?

Your Estate Matters Newsletter, Vol. 27.2

May 27, 2022

This issue’s articles include:

  • Do You Have a Blended Family?
  • The Changing Demographics of Military Veterans
  • No plan? That’s a Huge Problem
  • Do-It-Yourself Estate Plans
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 27.1

January 25, 2022

This issue’s articles include:

  • Refinancing Your Home…The Unintended Consequences for Your Estate Plan
  • Aging in Place
  • Want to Organize your Recipes?
  • Estate Planning for Young Families
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 26.4

December 3, 2021

This issue’s articles include:

  • When Parents Become Parents…To Their Grandchildren
  • When a Pet Is More Than a Companion
  • There’s an App for That
  • Parting May Be Sweet Sorrow
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 26.2

May 6, 2021

This issue’s articles include:

  • Fair May Not Be Equal
  • Exploring the World…from Home
  • Taking Care of Aging Parents
  • What the ‘Brady Bunch’ Never Discussed
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 26.1

January 25, 2021

This issue’s articles include:

  • Telemedicine Grows Increasingly Popular
  • The Many Faces of Retirement
  • Staying Fit at home
  • Is Your Estate Plan Up to Date?
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 25.4

November 16, 2020

This issue’s articles include:

  • The Science of Happiness
  • The Advantages of Being Over 50
  • Loneliness Can Actually Be Toxic
  • When Time Is Short

Your Estate Matters Newsletter, Vol. 25.2

May 6, 2020

This issue’s articles include:

  • Need to Provide for a Loved One with a Disability?
  • Helping a Loved One Cope
  • The New Faces of Giving
  • Planning for the Possibility of Long-Term Care
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 25.1

January 21, 2020

This issue’s articles include:

  • How to Be Your Own Healthcare Advocate
  • How to Create Your Own Advisor Network
  • Sleep Deprivation Won’t Just Leave You Tired
  • Estate Planning for Blended Families
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 24.3

September 13, 2019

This issue’s articles include:

  • Celebrity Estate Planning Mistakes Everyone Can Learn From
  • The Benefits of Lifelong Learning
  • Want to Improve Your Memory?
  • The Grey Divorce Epidemic
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 24.2

June 14, 2019

This issue’s articles include:

  • Avoid the Opioid Addiction Epidemic
  • Safe Traveling Tips for Seniors
  • Retirement Planning
  • Taking Retirement Distributions
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 24.1

March 22, 2019

This issue’s articles include:

  • When is the Best Time to Start Planning for Next Year’s Taxes?
  • The Ins and Outs of 529 Plans
  • Scent Preservation Kits? They Really Work
  • Does a Child You Love Have Special Needs?
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 23.4

November 30, 2018

This issue’s articles include:

  • Social Media Friends Versus Connecting in Person
  • The Stress Factor
  • Avoid Family Disputes Over Asset Distribution
  • Different Beneficiaries, Different Trusts
  • Guess This Legacy

Your Estate Matters Newsletter, Vol. 23.2

June 19, 2018

This issue’s articles include:

  • To Downsize or Not to Downsize
  • With Age Comes Medications
  • Walking is Great for Seniors with Dementia
  • Will You Become a Parent’s Caregiver?
  • Legacy: Roger Moore
  • Therapy Dogs in Funeral Homes (Optional)

Your Estate Matters Newsletter, Vol. 23.1

June 13, 2018

This issue’s articles include:

  • How to Protect Yourself from Identity Theft
  • Ready to Move to an Adult Community? If You Had Dementia
  • 7 Things Your Trust Can Do
  • Legacy: Jerry Lewis
  • Trying to Find Highly Rated Health Care? (Optional)

Your Estate Matters Newsletter, Vol. 22.3

September 15, 2017

This issue’s articles include:

  • When the Time Comes, how Do You Want to Go?
  • Planning for Disability
  • Caring from a Distance Remarriage
  • Legacy: Mary Tyler Moore
  • Like Fine Wine, Happiness Improves with Age (Optional)

Your Estate Matters Newsletter, Vol. 22.2

June 22, 2017

This issue’s articles include:

  • When Interest Rates Are Low
  • Are You at Risk of “Polypharmacy”?
  • 3 Surprising Things That Increase the Risk of Dementia
  • Planning a Charitable Donation
  • Legacy: Gene Wilder
  • Children Are Often Caregivers (Optional)

Your Estate Matters Newsletter, Vol. 22.1

March 23, 2017

This issue’s articles include:

  • Is Someone You Love Depressed?
  • Preserving the Legacy of the Greatest Generation
  • No Longer Able to Drive? No Problem
  • Your Service Animal is There for You
  • Legacy: Bea Arthur
  • The Best Smartphones for Seniors (Optional)

Your Estate Matters Newsletter, Vol. 21.3

September 9, 2016

This issue’s articles include:

  • Becoming an Orphan
  • 6 Questions to Ask Before an Aging Parent Moves In
  • Home Security
  • Wisdom of Never Giving Assets to the Kids (or Grandkids)
  • Legacy: Patty Duke
  • 6 Ways Age Changes How We Travel (Optional)

Your Estate Matters Newsletter, Vol. 21.2C

June 24, 2016

This issue’s articles include:

  • How to Help De-Clutter Your Parents’ Home
  • Put Your Skills to Profitable Use (Starting a side business)
  • Don’t Miss These Retirement Planning Deadlines
  • Is Your Estate Plan Out of Date?
  • Legacy: Glenn Frey
  • Pets and Seniors: A Perfect Match (Optional)

Your Estate Matters Newsletter, Vol. 21.1

March 21, 2016

In this issue, articles include:

  • Estate Planning Is Incredibly Important for Young Families
  • Managing Your Medications
  • How to Dispose of Prescription Drugs Properly
  • The Flexibility of Trusts
  • What’s in a Legacy?
  • Avoid the Lost and Found (optional)

Is Your Plan Outdated?

Change is inevitable! See if your plan is outdated and if you need to take action to protect your loved ones.

Office Address

Falk, Barrot and Associates, LLP
865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

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