Is It Time to Redefine “Fully Vaccinated”?

Nearly two years of Covid, and the emerging variants indicate that it’s not going away anytime soon. We’ve adapted our business models and facilities to create safe environments. At Guideway, the uncertainty of this pandemic has resulted in an increase in people creating or updating their Living Trusts. A Trust is especially important for those with young children. If something happens to you, who will care for your children? Without a Trust, the court appoints a guardian for your kids. By creating a Trust, you can name a guardian and be assured that your family will inherit your assets as you have planned. In the meantime, getting a booster shot is the best way to protect yourself against Covid.

The CDC is now recommending booster shots for everyone over 18

The Centers for Disease Control and Prevention is now recommending that everyone 18 and older get a Covid booster shot. This messaging is more urgent than that of just a few months ago when the recommendation was for those 50 and older. Dr. Anthony Fauci, chief medical adviser to President Joe Biden, is now unequivocal in advising the public to “get boosted now.”

According to CDC Director, Dr. Rochelle Walensky, “As science evolves, we will look at whether we need to update our definition of ‘fully vaccinated.’ The definition hasn’t changed. That’s after your second dose of a Pfizer or Moderna vaccine, after your single dose of a Johnson & Johnson vaccine.”

Even with vaccinations, immunity wanes

Two state governors are taking the booster seriously.

• Connecticut Gov. Ned Lamont. “In my view, if you were vaccinated more than six months ago, you’re not fully vaccinated,” said Lamont on Nov. 18 during a press briefing. He was encouraging everyone to get boosted—even before the federal government authorized extra shots for everyone.
• New Mexico Gov. Michelle Lujan Grisham had a similar response in mid-November, saying she defined “fully vaccinated” as receiving three shots of the mRNA type. She also opened up booster eligibility to all of her state residents before the CDC and Food and Drug Administration did.

Infections with the omicron variant have been reported in at least five states. Omicron is distinguished by at least 50 mutations, some of which appear to be associated with increased transmissibility. The World Health Organization dubbed it a “variant of concern” on Nov. 26.

The social implications of changing vaccination status

An increasing number of venues require proof of vaccination for entrance. New York City’s Key to NYCrequires that people 12 and older show identification and proof they have received at least one dose of a COVID-19 vaccine for access to indoor dining, fitness and entertainment venues. France’s Pass Sanitaire is required for access to all cultural venues, restaurants and bars. Passengers of long-distance trains, buses and domestic airlines need this pass. Think of all of the workplaces that have vaccine mandates—the Department of Defense, Goldman Sachs, MacDonalds, Cisco, American Express, Facebook, Ford, etc. It’s a growing list.

One doctor doesn’t quantify “fully vaccinated”

Dr. Marc Siegel, an associate professor of medicine at the George Washington School of Medicine and Health Sciences thinks more suitable terminology would be to call someone “adequately” vaccinated against covid rather than “fully” vaccinated, since it’s possible that more boosters could be needed in the future — making “full vaccination” a matter of semantics and a moving target.

Businesses don’t appear to be checking for boosters at this time, but that could change. There may be a time when patrons present a two-shot vaccine passport, only to be turned away as inadequately protected.

A thoughtful gift for your family this holiday: Create or update your Living Trust.

As you prepare your home for winter and get caught up on vaccines that will help you and your family stay healthy through the coming months, this is also a great time to create or update your Living Trust. With families gathered for the holidays, it’s also the perfect time to encourage aging family members to create their Living Trusts.

We’re proud of our comprehensive Living Trust package that includes a Power of Attorney and Advanced Healthcare Directive. Best of all, we guide you through it and we prepare the legal documents. Schedule an appointment with Guideway today.

Guideway services the entire Bay Area

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

 

The Kickoff: Holidays 2021

Let the season begin! That old excitement is back in the air. What can we expect? A white Christmas in many parts of the country. People on the move. Crowded airports and train stations. Busy restaurants. Americans happily spending money again.

Forget the “need-to-haves”. Americans are ready for the “I deserve-to-haves”

Salesforce is predicting demand for products in the adventure industry–luggage, sporting goods, and vacation-wear purchases will increase as Americans get back to planning trips again. After a year of living virtually, we’re looking forward to in-person celebrations. A year of schlumping around in sweats has led to our wanting to buy clothes again. Party clothes, glitter and glamorous accessories. Consumers with money in their pockets will be looking to upgrade their wardrobes with investment pieces like jewelry and watches that they can show off.

And the family thing? For many, it never gets any easier

This year the conflict transcends the usual criticism over children’s life choices. Polarized politics and Covid have created mine fields for many families. Some people are not inviting unvaccinated family members to Thanksgiving; others are scoffing at relatives who insist on masks.

“Now it’s no longer whether you just disagree about the long-term effects of climate change,” said Jill Suitor, a sociologist at Purdue University, where she leads a project investigating family conflict in 550 multigenerational families, “but whether you believe that having certain family members present poses a serious danger to other family members.”

But those classic fights about politics or where to spend Christmas are really about something much deeper, especially in 2021. Psychologists caution us that we’ve been through a lot. There’s a yearning for love, connection and, above all, belonging. There’s a theme of “We hope that our parents will understand this year. Maybe this time, my in-laws will accept me.”

But after a year apart, we’re further apart

Feelings will be hurt this year and efforts to express love may be clumsy, awkward or marred by pride and stubbornness. Though the pandemic has increased tensions within families, it has also created an opening. Now more than ever, people are recognizing the importance of being together, understanding how precious and fleeting life can be. There will be a lot of empty places at holiday tables, and we’ve experienced painful losses. Being grateful for our blessings may inspire us to lead with love and tolerance this holiday season.

 

One thoughtful action item for your family this holiday: Create or update your Living Trust.

As you prepare your home for winter and get caught up on vaccines that will help you and your family stay healthy through the coming months, this is also a great time to create or update your Living Trust. With families gathered for the holidays, it’s also the perfect time to encourage aging family members to create their Living Trusts.

We’re proud of our comprehensive Living Trust package that includes a Power of Attorney and Advanced Healthcare Directive. Best of all, we guide you through it and we prepare the legal documents. Schedule an appointment with Guideway today.

Guideway services the entire Bay Area

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

Divorce in the New Year? Inspiring Stories of Coming Back Stronger

The American Academy of Matrimonial Lawyers tells us that the number of Divorce filings are one third higher than normal in the month of January. Not hard to figure out why. Too many people make silent promises that they’ll never spend another year—and most of all—another holiday, with their current spouses.

It takes hard-hearted parents to leave during the holidays, so they don’t

They wait until January, “Divorce Month”. But it’s still November, and while we’re just ratcheting up to the holidays—many people are absolutely miserable, secretly planning their escapes. While Divorce will be emotional and disruptive, take inspiration from a few New York Times readers who moved on from their divorces—stronger, happier and more capable!

• Twelve years after a difficult divorce, I look back with pride at the life I’ve built. I went back to graduate school, built a career and kept the house and maintained it beautifully. Took trips around the world with my girls and taught them how to be strong independent women.
• I relish each small successful repair, every picture hung perfectly, done by me with no screaming or worsened damage. I never felt as good sitting in a psychiatrist’s office as I do now when I’ve selected just the right drill bit to mount that anchor.
• Six years ago, I left a 30-year marriage and was terrified I would not know how to handle things — an apartment, finances, car repairs, caps on jars. All this fear, despite holding a demanding job. I learned how to use tools and fix things, and it was so satisfying. Now I know I can handle anything on my own.
• One very capable woman tells her story. Last fall, when local infections were sky high, the firewood still needed to be cut and split and family couldn’t come help me — so out I went. I felled over a dozen trees, cut everything into pieces, got it all back to my house, and split all the logs into firewood.
• A single dad weighs in. After the divorce I stayed in the marital home, took on shared custody and relished the opportunity to prove to both myself and my girls (and my son) that I could manage both a taxing job and being a good dad as well as a passable “mom”. It was a hectic period with very long days and short nights, but boy, was it worth it!

Guideway’s Divorce and Mediation Services

Guideway has been assisting Bay Area couples with their Divorces for nearly 20 years. If you and your spouse can reach agreement on division of assets and liabilities and a parenting plan, you don’t need an attorney, and we can save you a significant amount of money.

Divorce can seem overwhelming, but it’s a very methodical process

If you can figure out division of assets, you don’t need a lawyer, and we can save you a lot of money. Most of our clients may not have worked out the details, but they know they are willing to reach agreement—and that’s the critical component of an amicable Divorce.

Best of all, we guide you through it and we prepare the legal documents. Schedule an appointment with Guideway today.

We service the entire East Bay and North Bay areas

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

Thanksgiving 2021: The Year We Get Even

Who remembers last year’s Thanksgiving? Too afraid of Covid to travel, we became a nation of solitary diners hunkering down to a box of takeout, perhaps salvaging our meal with a good bottle of wine. My brother in Florida never got out of his pajamas. He watched the Macy’s parade and nonstop football; dinner was scrambled eggs and toast. I was lucky–my neighbor loves to cook and treated us to shrimp etouffee. More than any other holiday, Thanksgiving is the time for sharing traditions with those we love. For many of us, the 2020 holidays created traditions we’d just as soon forget.

This year Americans are on the move

This year promises to be the year we get even. With our vaccinations, booster shots and money in our pockets, Americans clearly are ready to get out of town. Trips within the U.S. are the most popular holiday destination this year. Many are making up for having missed their families last year. Others are heading to the beach. Think Mexico, the Bahamas, Dominican Republic, the Turks, Caicos and Aruba.

Travel insurance is a good way to add a financial safeguard to a trip

While vaccines are readily available, Covid remains a concern for travelers. Travel insurance that includes coverage for Covid-related problems is the No. 1 search by consumers before buying a policy, according to Squaremouth’s data.

The best pandemic travel insurance includes valuable Covid-related coverage for trip cancellation, medical emergencies and medical evacuation. There are plans that offer primary medical coverage, meaning you won’t have to use your own health plan first. If you are traveling overseas, Covid medical coverage is available—it’s likely not included in your existing coverage.

Another useful coverage is “cancel for any reason” travel insurance. This coverage gives you the flexibility to cancel your trip no matter the reason. You get reimbursed 50% or 75% of your prepaid, nonrefundable trip costs under a “cancel for any reason” claim.

A hard travel lesson to learn

Many people are not aware of this regulation. Your passport has to be good for at least three months from your departure date. If it isn’t, you will not get your boarding pass. One of my friends learned this bitter lesson the hard way. He and his partner were boarding a plane for a three-week trip to Spain and Portugal in Dec. His passport expired in February. They had everything booked—Airbnbs, car, etc. They lost everything. Check the expiration date on your passport.

Traveling offshore for the holidays

If you’re looking to venture beyond the U.S. this holiday season, make sure you check the destination country’s entry requirements well before you depart for your trip. If you don’t meet the requirements, you won’t be allowed in. They sneak in little forms that need to be completed before you leave or land. If you’re flying through London Heathrow Airport, there’s a London Locator form that has to be completed online or you can’t get on the plane. Be careful and research these requirements.

I’ve traveled internationally several times in the last six months

It takes planning and stamina. Every foreign country requires a PCR test. You will need to get the (negative) results back before you leave. The results must be good for 72 hours. I flew into Bucharest, Romania. My PCR test had to stretch across a few time zones and days. Think ahead.

Covid travel also can be stressful and expensive. In a trip home from Mexico City, they didn’t like the PCR test results that I got at the Red Cross in St. Miguel de Allende. They made me get another one at the airport in Mexico City, resulting in my missing my flight. I had to purchase another ticket for $750 that routed me through Guadalajara for three hours, putting me into SFO at 10pm. All this for what should have been an easy four-hour flight home.

RELATED CONTENT: Itching to Get Away? Travel in the Time of COVID

Create a Living Trust before you leave

Regardless of where you’re traveling this holiday season, we encourage everyone to create or update your Living Trust before you leave. When creating your Living Trust with Guideway, you’ll work with a dedicated specialist who is available for questions and support throughout the process. We’ve been in business since 2003 and have expanded to three Bay Area offices–Dublin, Oakland and Walnut Creek. More than 60% of our business comes from referrals and repeat business.

Our comprehensive Living Trust package includes a Power of Attorney and Advanced Healthcare Directive. We provide a hard copy as well as a soft copy of your documents. More questions? Contact us today.

Guideway services the entire Bay Area

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

RELATED CONTENT:

5 Steps to Funding Your Trust

Your Living Trust: Avoiding the Pitfalls

Is It Time to Check Your Beneficiary Designations?

Winter Vaccine Season; Is a “Twofer” Right for You?

November is the month we get serious about prepping for winter–and that includes our annual flu shots. And for those with underlying medical conditions, those who live and/or work in high-risk environments, and those over 65, it’s also time to get a Covid booster shot.

For those who qualify, make it a “twofer”

The logical question follows: Is it okay to get your flu shot and COVID-19 booster at the same time? Health experts say yes, and many doctors encourage Americans to get both at once—a shot in each arm.

According to Ranit Mishori, MD, a professor of family medicine at Georgetown University School of Medicine. “Get one in each arm. It’s an efficient and effective way to make sure you’re protected.” Mishori notes that the same goes for those who are immunocompromised and might want to time their third dose to their flu shot.

As lousy as last year was, we didn’t have a flu season

Our obsessive masking, handwashing and cocooning last year meant that the flu season was nonexistent. This season’s outlook is not so optimistic. Experts are predicting a big flu surge for all the usual reasons—kids are back in school, people are traveling, airports are crowded—these are the perfect breeding grounds for infection. The lack of mask mandates in many parts of the country are also contributing to the likelihood of widespread infection.

It’s especially important for older adults—those over 65–to get both shots this year. Fueled by the surging Delta variant, Covid cases are on the rise as the flu season is kicking off.

Why the CDC updated its vaccine guidance

The agency changed its guidance in May after data showed that the Covid vaccine was safe and that other vaccines would not interfere with the immune response, experts say. “We wanted to really assess the side effects of the Covid vaccine as we rolled it out. We didn’t want to get that confused by giving other vaccines at the same time,” says William Schaffner, MD, a professor of infectious diseases at Vanderbilt Medical Center in Nashville.

According to the CDC, Covid and other vaccines can be administered “without regard to timing. This includes simultaneous administration of the Covid and other vaccines on the same day, as well as co-administration within 14 days.”

What about side effects?

It’s unclear whether getting the Covid vaccine at the same time as another shot will exacerbate your side effects. But experts say it’s possible. “You may feel worse,” Mishori says. “If you’re one of these people who often has side effects to medication or vaccinations in particular, symptoms may increase if you co-administer two different vaccines. If you plan to get “double-jabbed”, don’t make any big plans for a few days after your appointment. Ibuprofen or acetaminophen can help you feel better. Side effects are temporary and a sign the vaccines are working.

It’s also okay to space out your vaccinations

If you are concerned about side effects from two shots at once, clinicians say it’s perfectly fine to space out your Covid booster and other vaccines. Experts caution that delay increases the risk that you will get sick before you’re protected. The overriding message: Catching Covid will be far worse than any potential risk in increased side effects. The CDC recommends flu shots for everyone 6 months and older.

Those over 65 should request the high-dose flu shot

According to the CDC, those age 65 or older should request either the high-dose flu shot or the adjuvanted flu vaccine. Both produce a stronger immune response and more protection for older adults. After you get the flu vaccine, it will take 10 to 14 days before you’re fully protected. This year’s flu vaccine protects against two new influenza strains in addition to last year’s, and it takes time for your body to make new antibodies.

In contrast, it will take only two to three days for the Covid booster to kick up your immunity, experts say, because your body is already primed from your vaccines earlier this year.

What about sneaking in a shingles or pneumonia vaccine?

The CDC doesn’t place limits on the number of vaccinations you can get at the same time as a Covid vaccination. If you haven’t received a pneumonia and or shingles vaccinations, this is a good time to schedule these shots as well. Ask anyone who’s had shingles, and they’ll tell you that it’s extremely painful.

Creating/updating your Living Trust

As you prepare your home for winter and get caught up on vaccines that will help you and your family stay healthy through the coming months, this is also a great time to create or update your Living Trust. With families gathered for the holidays, it’s also the perfect time to encourage aging family members to create their Living Trusts.

RELATED CONTENT:

The Holidays: A Great Time to Get Together with Family and Talk About . . . Living Trusts?

When creating your Living Trust with Guideway, you’ll work with a dedicated specialist who is available for questions and support throughout the process. We’ve been in business since 2003 and have expanded to three Bay Area offices–Dublin, Oakland and Walnut Creek. More than 60% of our business comes from referrals and repeat business.

We’re proud of our comprehensive Living Trust package that includes a Power of Attorney and Advanced Healthcare Directive. We provide a hard copy as well as a soft copy of your documents. More questions? Contact us today.

Guideway services the entire Bay Area

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

RELATED CONTENT:

5 Steps to Funding Your Trust

Your Living Trust: Avoiding the Pitfalls

Is It Time to Check Your Beneficiary Designations?

Divorce and Your Kids: Should you Stay Together or Split?

Couples in unhappy marriages debate whether it’s better to stay together for the sake of their kids or get a Divorce. Ask kids who grew up in volatile, dysfunctional families, and they’ll tell you endless stories about what it’s like living in a home where there’s constant tension, anger and abusive behavior. In my own home, my father was an alcoholic, and we all breathed a sigh of relief when he left. But when his truck pulled into the driveway, everything changed. We never knew what to expect. Would we get the silent treatment, moody and sullen or a violent rage that would spin out of control?

Even as a very young person, I knew my folks were a bad fit. I remember begging my mom to leave my dad, and she’d tell me that there were things I didn’t understand. She was talking about the economics and logistics of divorce, of course, which can seem overwhelming, but the stakes are high.

Our parents are also our teachers

We learn important life lessons from our parents—lessons about respect and how to treat other people. Staying together under chaotic circumstances teaches kids that this is normal behavior. And it’s a frightening lesson for kids to be learning. Is this the behavior they’ll be carrying with them into their own marriages?

Two homes free of constant arguing. It can happen

Divorce means juggling between two homes, and it takes some adjustment. The upside? The promise of a conflict-free environment. It may mean moving from the family home. It may mean a new neighborhood or even a new school. Most families figure out a new normal that works for them. Children are no longer riding the rocky road of their parents’ relationship on a daily basis. Things settle down and everyone is calmer and less combative. Kids have a chance to restore normal relationships with their parents, free of constant bickering.

Finding time to be a better parent

I spoke with a friend who finalized her divorce two months ago. She’s the custodial parent of two teenage sons, and her ex takes them most weekends. She fully expects that it will take a few more months for them to get comfortable with their new routines, but for now, she looks forward to having time to herself on the weekends. She has rejoined her old book club and is finds time for friends. Her life has more balance now. She’s also finding that her relationship with her boys has improved dramatically. They’re all calmer and more relaxed together without the previous tension.

Children learn lessons about the power of compromise

When kids see their parents co-parenting and working through issues in a Divorce, they learn that compromise is an important and effective learned skill. Working through the Divorce process shows your child how to get to a better outcome.

Seeking happiness is a valid goal!

The false value of keeping the family together to avoid the stigma of Divorce, while sacrificing the wellbeing of family members, is another life lesson for your kids. Seeking happiness is worth the effort!

Guideway, we’re a single point of contact

As Legal Document Assistants, we assist our clients in Divorce and Mediation. If you can agree on division of property and a parenting plan, we can save you a lot of money. Our fees are significantly lower than those of attorneys. Why work with Guideway? One flat fee. There are never annoying add-on charges for copying, phone calls and other miscellany. Where appropriate, we also notarize documents and file them with the County Recorders’ Office.

You’ll work with a dedicated specialist who is available for questions and support throughout the process. We’ve been in business since 2003 and have expanded to three Bay Area offices–Dublin, Oakland and Walnut Creek. More than 60% of our business comes from referrals and repeat business.

We’re also proud of our comprehensive Living Trust package that includes a Power of Attorney and Advanced Healthcare Directive. We provide a hard copy as well as a soft copy of your documents. More questions? Contact us today.

Guideway services the entire Bay Area

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

RELATED ARTICLES

Thinking about Divorce? 7 Ways to Keep it Affordable

Can Divorce Mediation Work for You?

The Covid Divorce: Couples Want More from Their Relationships

Planning Your Living Trust: Four Things You May be Overlooking

As you start thinking about what belongs in your Living Trust, here are four things that often get overlooked—and can have significant, often costly consequences.

Creating Joint Tenancy Assets

In Living Trust conversations, joint tenancy generally refers to real estate and how you hold title to a property. If two people own a property, joint tenancy (with the right of survivorship) means that if one owner dies, that owner’s interest in the property will pass evenly to the surviving owner or owners without having to go through Probate.

Funding, the process of transferring assets into a Living Trust, is part of the Living Trust process. A Grant Deed transfers real property into the Trust. This Deed will also remove property from your Trust–many banks require your home to be removed from your Trust in order to refinance. Guideway can help remove your property from the Trust, then place it back in after the Refi is complete.

Disposing of family keepsakes 

You can’t put a price tag on sentimental value. Small insignificant items that may not hold any monetary value can be important sentimental icons for family members. They can also be the cause of family strife. Smart families divide these up long before anyone dies. In my own family, as my folks aged, they encouraged us to take things home with us when we visited. Other families explicitly identify these items and their distribution in their Living Trusts. When Robin Williams died, his kids sued his wife to get possession of the substantial collection of memorabilia that their father had collected over his career. If he’d identified their distribution in his Trust he would have saved his family a whole lot of grief.

RELATED CONTENT: We Learned Many Things from Robin Williams . . . and Now We’re Learning from His Estate Plan

Assets passing outside of the Trust

Assets such as life insurance, annuities and retirement plans fall outside a Living Trust. Naming a beneficiary for these accounts supersedes whomever you might name in your Trust.

We see this one all the time. You named your ex-wife as your beneficiary for your 401k—but that was in happier times. After your divorce, you removed her as the beneficiary in your Trust. But unless you also remove her as the beneficiary in your 401k account, it’s your ex who will benefit if something happens to you.

Naming backup Executors and alternates

Think carefully about whom you name as your Executor and alternate. Your brilliant banker cousin Jerry may be the perfect choice because he totally gets this stuff, but he’s 67, he’s still sneaking cigarettes and he has a heart condition. Keep Jerry, but identify an alternate who is healthier and younger.

As you update your Trust over the years, plan to review your Executor and alternate appointments. Make sure they’re still available and capable of taking on the responsibilities of this role.

Guideway, we’re a single point of contact

When creating your Living Trust, you’ll work with a dedicated specialist who is available for questions and support throughout the process. We’ve been in business since 2003 and have expanded to three Bay Area offices–Dublin, Oakland and Walnut Creek. More than 60% of our business comes from referrals and repeat business.

We’re also proud of our comprehensive Living Trust package that includes a Power of Attorney and Advanced Healthcare Directive. We provide a hard copy as well as a soft copy of your documents. More questions? Contact us today.

Guideway services the entire Bay Area

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

RELATED CONTENT:

5 Steps to Funding Your Trust

Your Living Trust: Avoiding the Pitfalls

Is It Time to Check Your Beneficiary Designations?