Happy 110th Birthday Dr. Seuss!

written by Silicon Valley Estate Planning Attorney, Carmen Rosas



One fish, Two fish, Red fish, Blue fish

Yup, a childhood favorite, Dr. Seuss is 110 years old!

While we won’t likely live to be 110, its important to create a plan for the life we live and the life and loved ones we leave behind.  So, in celebration of good ol’ Dr. Seuss, do something that will protect your children.

Some options are:

  • Appoint a Guardian
  • Create a Will
  • Set up a comprehensive Estate Plan (Will, Trust, Guardian Appointment, Health Care Directive and Power of Attorney)

And…. Don’t forget to have a little cake!

Time Flies When You’re Having Fun!

Time flies when you're having fun!

Time flies when you’re having fun!

Hi Folks,

I have a confession…. It’s been almost a month since I’ve written a post! That’s insane, and I apologize since I know you all look forward to my amazing writing abilities! 😉

We have been super busy over the past few weeks. You know how life happens and you get a bit sidetracked. Well, it happened. I want to share with you just a few of the fun and exciting things happening at the office and at home:

  • Celebrated my 8 year anniversary with my honey
  • Presented our first “Estate Planning 101: The Basics” seminar with a GREAT turnout! Thanks to everyone who made it possible!
  • Sponsored a booth at the Redwood City OktobeRun via the Redwood City Peninsula Sunrise Rotary. All proceeds go to Redwood City Education Fund. It was a fun filled day with other community businesses.
  • Have been busy drafting and designing new estate plans for our clients.
  • Working on a few articles for various online magazines (I will definitely share once published!)

I honestly cannot believe how quickly time is flying by! Halloween is less than two weeks away and as we all know, it’s the “start” of the holiday season. Have you began to think about Christmas yet? I’m sure you have since many stores ALREADY have decorations for purchase! And before we know it, it’ll be 2014! We need to stop procrastinating! (Myself included!)

Here are some exciting upcoming events we have been working on:

  • My dad’s 50th Birthday 10/25
  • Halloween 10/31
  • H2Open Doors Party 11/9 www.H2OpenDoors.org
  • Our Second “Estate Planning 101: The Basics” Seminar 11/13

I promise to write a new post next week with information you can use for the upcoming holiday season! Have a great weekend and since you’re here, share some fun and cool Halloween costume ideas below!

I just want to be a millionaire! (Doesn’t everyone?)

As I mentioned a couple weeks ago, estate planning and financial planning have a lot more in common than you think. See my blog post here.

Many young professionals are hesitant to create an estate plan because “they don’t have anything.” (I can relate because I WAS one of THOSE people!) So your little estate, thats a little bit of a problem, right? WRONG!

Although your “estate” or “stuff” isn’t millionaire status, it’s still worth protecting. I mean you have your health (do you want to be on life support or have your organs donated?); you have your “stuff” (your grandmother’s flask and your grandfather’s sewing kit, your pet, and all those clothes!); and you have a bank account (even if it is EMPTY, oh and that 401(k) thing your employer matches). It’s worth having a plan for all of these important things, even if it does get donated to Goodwill or the Salvation Army.

An estate plan is like a cool treasure box- you throw all your stuff and money into it and when you die or hit the looney bin, all your stuff is in one place for your loved ones to access.

Any how, why wouldn’t you want to create a plan NOW when things aren’t so complicated? You create an estate plan with your basics mentioned above and as you get older and get more things of value (i.e. more MONEY!), you will have a place for them.

I bet your next question is “HOW can I make more money?!”- well, I don’t have THE answer, but I do have some tips on how to take control of your personal finances so you can try to get to millionaire status. Read it here!

Since it’s Friday. I’m going to go enjoy the weekend and if I have more cool tips for you, I’ll post them Monday. Either way, you should join my e-mail list so you never miss a beat and you’ll get all the fun extra goodies I send out just go here or here!

P.S. September 1st is our BIRTHDAY! The law office will be 1!! Keep an eye out for a special edition of our newsletter and the offers we have to celebrate our birthday!! Have a great weekend!