Talking Money with your Partner
February 23, 2022
When arguing about money, couples use harsher language with each other, and the arguments usually last longer.
Should I Delay Claiming Social Security?
February 22, 2022
When you begin claiming affects how much money you get from the program, and once you’re receiving checks, it’s difficult to undo your decision.
What’s Elder Law and Do I Need It?
February 21, 2022
Why Elder Law Is Necessary? In two words: baby boomers.
What’s a Medicaid Annuity?
February 20, 2022
It’s not uncommon for older couples to reach a point when nursing home care is needed for one spouse — and the cost isn’t something they were prepared for.
Write a Letter of Instruction for Loved Ones
February 18, 2022
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
What was Stephen Sondheim’s Estate Plan?
February 16, 2022
Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.
On The Day I Sold My Mother’s Home
February 15, 2022
What I was and was not prepared for at the end of my mother’s life Rarely does a career choice perfectly prepare you for the final illness and death of a parent. As an elder law attorney, I was armed with the knowledge and experience I needed to help my mother as she neared the end of her life. When my mother was diagnosed with a degenerative disease, I was well versed in how to manage her finances, choose medical providers, navigate Medicare issues, hire caregivers, and make health decisions. And so many other things I have helped others do
What Legal Terms in Wills Should You Know?
February 15, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Storing Passwords in Case of Death
February 9, 2022
How do you access a deceased person’s digital information when you don’t know their passwords?
Preventing Elder Financial Abuse
January 28, 2022
Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
Client Success Stories
Joseph Cuadrado (Joe)
December 5, 2022.
My wife and I got our will and power of attorney. We were really fortunate to have Robyn Ellis help us and sort it all out. I recommend them to my friends all the time.
Billy Meier
December 2, 2022.
Very satisfied with our experience and outcome. The staff's professionalism, friendliness, and knowledge were nice to see. Will remember them in the future for additional needs. Thank You for your assistance.
Tracy Etayo
March 8, 2022.
Very accommodating to my schedule. The appointment was very smooth and efficient and one of the partners took extra time with us to discuss an unrelated issue to the one we had the appointment for.
David palmer
March 7, 2022.
I have received excellent service and treatment from these professionals at Vested.
They have really gone out of their way to make us feel at home - from the moment you enter the door Janelle greets you with a smile and a warm hello.
Tammy has been my case worker and does a wonderful job . Every time I have a question she has the answer and gets it back to me ASAP!
Then we have Robyn Smith Ellis -The true professional in charge of it all. She has the knowledge and experience to take care of any problem you might have.
Anyone needing Elder Care answers- just head to “Vested”!
Dave & Karen Palmer
Murray Waldrop
August 10, 2021.
David Ellis has great knowledge of the industry.
He explains every item in your portfolio in great detail.
Keeps you informed about how the market reacts to different stimuli.
When the market takes a dive, he doesn't run and hide. What he will do is have conference calls for all to join and he discusses the what's and why's and what the plan of action will be. Trying to keep all calm cool and collective. Opens the floor for questions and encourages one on one conversations as well.
I am very satisfied with David and his assistants.
jon bern
July 27, 2021.
David and the team do a great job. Very personalized wealth management approach that is comprehensive yet focused when it needs to be. There are several investment options that are usually not considered with typical financial advisors that use "modern portfolio management approach" to investing.
I have been particularly happy with the Global Tactical strategy, which has proven to be responsive to changes in the financial climate with excellent upside gains yet mitigates downside risk. This uses a momentum based model that is constantly monitored for changes in asset class.
Most importantly the specific financial concerns of the individual investor are strongly considered in developing a comprehensive plan. This is not a cookie cutter investing, not one size fits all but rather a tailored approach to the individual and their family.
I have been with David for many years and strongly recommend him.
Merritt Bern (Jon)
James Crumpacker
July 27, 2021.
I appreciate David and his team. I feel valued and trust his investment approach.
Don Curtis
June 26, 2021.
I had a will and several other legal documents prepared by Vested Partners. Each process was a pleasant experience. The staff was knowledgeable, courteous and very accommodating. I feel it is a reflection of management style that the entire staff appeared to be truly happy.
Toms Elizabeth
April 29, 2021.
What a wonderful group! We greatly appreciate all that Vested Partners has to offer.
