All Newsletters

How are you guys doing out there? Welcome to our Week 3 of Quarantine. I’ve finally gotten David on a schedule and have mastered some of our newest technological acquisitions that are helping us stay on task and mastering remote communication. There were some adjustment-pains but nothing our amazing staff couldn’t handle! 💪🏼

As the impact of COVID-19 continues to evolve and develop, our community’s health, well-being, and security remain our highest priorities. Dealing with a death, caring for an incapacitated individual, or being worried about you and your family not having the right estate planning documents in place is a triple whammy. We will continue to support you and make sure you are prepared for any situation.

I am so excited to announce that Irama Valdes, P.A. will be sponsoring BNI’s First International Women’s Day Celebration. There will be a delicious breakfast provided by The Rusty Pelican and an incredible agenda with inspiring keynote speakers (and who doesn’t feel amazing after listening to an inspirational talk?!).

This month we would like to reflect on the past year, which has been an amazing rollercoaster. Also included is some great information on Durable Power of Attorneys. The holidays are among us… CAN YOU BUY GIFTS AS AN AGENT UNDER SOMEONE ELSE’S POA?? Read on to learn more!

This month, we are learning more about something that affects MOST of my clients; financial planning, life insurance, and long-term care with Fady Maghak and Victor Fernandez of Janney Montgomery Scott. Make sure you read till the end for a *FREE DOWNLOAD*. Also included is a detailed (yet simple) explanation on the difference between Formal and Summary Administration (and what each of those means).

This month, we are counting on Damian Alberti from Countywide Autoglass to help us fix what’s broken in our lives (as long as it’s auto glass). Also, have you asked yourself when you should revise your Will? And HELLO PRIDE MONTH! To all of our LGBTQ Family, Friends, Colleagues, and Clients… we love and support you every month of the year!

This month my baby boy turns FOUR YEARS OLD!!! It felt like just the other day I was holding him in my arms, giving him a bottle, and wondering how he’s going to be… Now I am witness to this amazing, witty, funny, intelligent, playful, ACTIVE, and affectionate “big boy” as he has dubbed himself and I couldn’t be any more blessed. Happy 4th Birthday my little David. May life be as joyous for you always as it is these days!

This month, we are counting on Damian Alberti from Countywide Autoglass to help us fix what’s broken in our lives (as long as it’s auto glass). Also, have you asked yourself when you should revise your Will? And HELLO PRIDE MONTH! To all of our LGBTQ Family, Friends, Colleagues, and Clients… we love and support you every month of the year!