Latest Blog Posts

Missed Communications

Posted on: September 22nd, 2015
It was a really uncomfortable meeting. My long-time client Paul had passed away. We'd done some pretty sophisticated planning for Paul in order to achieve his goals ... Now, a couple of weeks after Paul's death, I was sitting in our conference room, meeting with his son James and James' wife Karen. ...

The Shoe Box

Posted on: September 2nd, 2015
So I have this shoe box, it lives inside a much larger box. The shoe box is filled with film negatives. The larger carton contains photos that never actually made it into an album. Most of them are not labeled in any way at all. It’s a real mess. Can you relate?...

We're Number One!

Posted on: August 20th, 2015
So, just a couple of days ago, the Washington Post stepped away from its inside the beltway political coverage to announce that “Ventura County, Calif., is the absolute most desirable place to live in America.”...

Time Flies ...

Posted on: April 2nd, 2015
When I came to work on April 1, 1980, I walked into an office that was welcoming and I had high hopes for a bright future. I was not disappointed. ...

Beware of Public Records Scams!

Posted on: February 4th, 2015
Beware! There are companies out there watching public records and when there is a death, a document recorded with the County, or a new corporation or partnership filing with the State, they send "offers" to obtain copies of the recordings or filings for you. They can look "official" but they are not! ...

Following Doctor's Advice

Posted on: January 22nd, 2015
If you call us, you should know that our approach might be a bit different than you expect - it's more like the one a physician would take....
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