SoCal Elder Advocates

What happens if you don't have a will? If you don’t have a will, the state decides what happens to your assets. This can lead to family disputes and costly probate delays. A simple plan today can prevent unnecessary stress for your loved ones. At Velasco Law Group, we offer bilingual consultations in English and Spanish. Call us today. ‎📞(562) 432-5541 https://lnkd.in/gNXSunVD #EstatePlanning #Will #Probate #ProtectYourFamily #LongBeach #Attorney #Downey #Irvine #VelascoLawGroup

🛡️ Are You #Cybersecure? Learn Ways to Help Protect Yourself & Your Loved Ones! 🛡️ Cyber threats are evolving—are you prepared? Join Shane Cummings, CFP®, AIF®, JC Abusaid, with guest speakers Patrick Hennessey and Nick Mancini of Charles Schwab for an insightful fireside chat on #onlinesecurity risks and solutions. Bring your questions and get real answers from industry #professionals! 📆 Reserve your spot today! https://lnkd.in/gBaJUfXS

Thinking about selling your home quickly? Decluttering is key! Let us help you create a tidy, inviting space that attracts buyers fast. Our move management services are here to make the process smooth and stress-free. #DeclutterYourHome #QuickSale #MoveManagement Learn more: https://lnkd.in/dbmmpdRC

Did you know? Heart disease is the leading cause of death in the U.S. - but it's preventable! Take charge this American Heart Month by making heart-healthy choices. ❤️ #AmericanHeartMonth #HeartHealth https://lnkd.in/gwA62KRA

We're glad to be at the Special Needs Planning Symposium in Napa this week! Connect with us and let's talk. #SNPS2025 #Networking #EstatePlanning

Please join us tomorrow 11:30 a.m. PST for an event with Arthur Fischer-Zernin, Managing Director at AQR Capital Management. In this event we plan to cover how to enhance direct indexing through a separately managed account. We will cover how this strategy works and some potential use cases. This can be a valuable tool for taxable investors who are seeking to defer capital gain tax events or diversify concentrated stock positions in a tax efficient way. https://lnkd.in/gypx88A7

Navigating estate clearing can be challenging. At A Clear Path, we’re here to guide you through the legal and financial considerations with care and expertise. Let’s make this process as smooth as possible together. #EstateClearing #MoveManagement #Support Learn more: https://lnkd.in/gWD2DF85

Inspired by the legacy of Dr. Martin Luther King Jr., we strive to create a just and equitable future for all. Like Dr. King, we believe in the power of peace, understanding, and the pursuit of justice. We apply these same principles to our legal practice, working tirelessly to protect your rights and secure your future. We believe in making estate planning personal and meaningful, helping you navigate updates to wills, trusts, and other essential documents with care and understanding. Whether you prefer English or Spanish, our team is here to guide you every step of the way. Let’s work together to ensure your estate plan reflects your new path forward and secures a bright future for you and your family. https://lnkd.in/gcVSYH82 #estateplanning #attorney #longbeach #downey #irvine #drmartinlutherkingjr #civilrights #justice

We are proud to be recognized as one of Financial Planning’s Best #RIAs to Work For! Providing a supportive #culture and meaningful #benefits for our employees is something we deeply value, and we’re thrilled to be acknowledged for it. Thank you, Financial Planning for this honor! https://lnkd.in/gNjvExxr Last received December 2024 based on survey submitted 09/20/2024 using 2023-2024 data. Financial Planning conducted the survey and its data partner, Best Companies Group, assisted with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Thank you to everyone who attended the SoCal Elder Advocates Networking Event! It was great to see so many trust and estate professionals come together to connect and share ideas. We appreciate your part in making the event a success! Mike McCullough Natalie Keam, CPA, CFE Ginny Dutile, MA, NHA, CMC, Machelle Thompson, PT, CMC, Jim Better, CLTC, Michelle Billy, CPA, Larry Holmes, Dana M. Cannon, Esq., Monica Goel, John C. Fleishman, CRPS® CRPC® QPFC, Rose Burgos Black, Christine Bird, Sindee Smolowitz, Hannah Elisha, evan sandler, Ginette Skelton, Rick Skelton, Samantha Garcia, CFP®, AIF®, CDFA®, Lauren Osborne #SoCalElderAdvocates #TrustAndEstateProfessionals #NetworkingEvent