2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

065: Diablo Valley Foundation for the Aging: A Valuable Community Resource

065: Diablo Valley Foundation for the Aging: A Valuable Community Resource

Big Three from Episode #065: Diablo Valley Foundation for the aging is not just for orphaned seniors. They provide support to all seniors and their family members however they may need it.DVFA has various programs, but their primary three services include professional private fiduciary services, care management, and adult daycare.DVFA’s mission is to provide support enabling older adults to find…

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061: Keys to a Successful Transfer of Wealth

061: Keys to a Successful Transfer of Wealth

Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth successfully.Communication and conflict management is KEY to building a solid family foundation, especially for when the older generations are no longer around.Have the family find a shared purpose for using their wealth as a tool. Time-stamped Show Notes: 5:57 – How often do these wealth…

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