Our Los Altos Town Crier Articles
Multigenerational Planning for Trusts, Long-term Care and Estate Taxes
July 20, 2021
Michael Gilfix talks about the advantages of involving your children in your estate, tax and long-term care planning now.
Aging in Place vs. a Life-Care Community
May 19,2021
Michael Gilfix talks about the alternatives, challenges, and opportunities about where you will live as you age.
Be Careful When Choosing Your Successor Trustee
November 17, 2021
Michael Gilfix talks about why you need to choose your trustee carefully.
You Have a Revocable Trust – but Why? Some Possible Answers
September 14, 2021
Michael Gilfix talks about the benefits of an revocable trust.
Understanding Reverse Mortgages and Prop. 19 Property-tax Hikes
May 18, 2022
Michael Gilfix talks two vitally important things to think about with regard to homeownership.
Everyone’s Challenge: The cost of long-term care
September 16, 2020
Michael Gilfix talks about long-term care and how to prepare for the costs.
Don’t Leave Money Directly to Your Kids
March 17, 2021
Michael Gilfix talks about the purpose or goal to protect inherited assets first for the benefit of your children and then for the benefit of your grandchildren.
Ensure You are Making it Easy on Your Heirs
January 19, 2022
Michael Gilfix writes about how the death of a family member is never easy. Expected or unexpected, it takes a toll on everyone.
Understanding reverse mortgages and Prop. 19 property-tax hikes
May 18, 2022
Michael Gilfix writes in a series about homeownership.
Call 650-683-9200 to Schedule a Free Consultation
schedule an appointment online!