CategoriesArchives

Essential Financial Moves to Make When You Become a Parent

November 1st, 2019 by Sara Bailey

Life gets a lot more complicated when you become a parent. Between taking care of a baby and tending to your own needs, planning for the future can fall by the wayside. Many new parents find themselves focussing all of their energy on immediate financial concerns and delaying long- term planning....

Read Full Story »

Posted in: Planning,

Financial Tasks After the Loss of a Spouse: Helpful Tips for Seniors

August 8th, 2019 by L. Rosetti

The loss of a spouse comes with a variety of emotions, and it can feel as though you are on a rollercoaster that you’d really love to get off of. For seniors, the death of a spouse means laying a best friend to rest, sorting through a lifetime’s worth of memories, and grieving the loss of your partner,...

Read Full Story »

Posted in: Planning,

The Practical Arrangements You Should Make After a Terminal Illness Diagnosis

July 1st, 2019 by Craig Meadows, Founder of Surviving Day One

Being diagnosed with a terminal illness is one of the most devastating pieces of news someone can receive. It’s completely natural for strong emotions to take over during this time, as well as for practical matters to fade into the background. However, there are many arrangements and practicalities...

Read Full Story »

Posted in: Planning,

New Location!

December 1st, 2017 by September Katje, Attorney

Pacific Wealth Legal Advisors ("PWLA") is pleased to announce its move to a location more convenient to service its clients. PWLA is moving downstairs, in the same office location, to Suite 140. This move will allow all clients easy and immediate access to all of PWLA's services. Please come see us today...

Read Full Story »

Posted in: Updates,

PWLA's Grand Opening

September 15th, 2017 by September Katje, Attorney

We are pleased to announce the grand opening of Pacific Wealth Legal Advisors. Pacific Wealth Legal Advisors is a spinoff of our existing Real Estate Litigation firm. Pacific Wealth Legal Counsel is fully equipped to assist you in the creation of your Living Will, Revocable or Irrevocable Trust, Charitable...

Read Full Story »

Posted in: Updates,


Send Us A Message