I'll be leading a workshop at UC's OLLI program on February 9. This workshop will help you make it easier, for family or friends to help you, whether you’re just away on vacation or off to your eternal home.

Create a workbook that covers everyday matters, like taking care of the family dog and getting the grass cut, serious things, like bank accounts and insurance, and complicated things, like Mother’s china and Grandmother’s quilt.

Register at Find the book at .

Written by Tax Professionals