News & Articles

  • A parent and child share a playful outdoor moment, representing the family legacy and financial security a revocable living trust in California is designed to protect.

    Revocable Living Trust in California: A Family Guide

    What Is a Revocable Living Trust in California? A Complete Family Guide For many California families, a revocable living trust is the cornerstone of an

    Read More ...

  • Happy seniors after their children helped them use a financial power of attorney in California to manage their finances.

    How Can a Financial Power of Attorney Help Manage Your Parents’ Finances?

    If your parents are reaching an age where they need you to help take care of them, it is normal to feel unprepared to manage

    Read More ...

  • A professional raises his arms in a moment of achievement, reflecting the financial security and peace of mind on how a trust can protect assets for vulnerable loved ones.

    How a Trust Can Protect Assets: Professional Reflecting on Financial Planning Success

    Protecting Your Legacy: How a Trust Can Protect Assets for Loved Ones Struggling with Substance Abuse Planning for the future is never easy — and

    Read More ...

  • How To Help Elderly Clients in Less Than 15 Minutes

    How To Help Elderly Clients in Less Than 15 Minutes

    As an attorney, you may be limited when it comes to assisting your elderly clients with financial matters outside your scope of work. However, this

    Read More ...

  • Top Scams to Look Out For in 2022: worried woman reviews laptop warnings at home

    Top Scams to Look Out For in 2022

    Each year people are conned into sending money or providing sensitive information that puts their finances and themselves at risk. The types of scams that

    Read More ...

  • 3 steps How to Managing Your Parents Bank Accounts

    How to Managing Your Parents’ Bank Accounts

    As your parents get older, they may find that managing their finances has become a confusing and difficult task. Neglected accounts can result in unpaid

    Read More ...

  • How Attorneys Can Help Clients with Alzheimer’s or Dementia

    How Attorneys Can Help Clients with Alzheimer’s or Dementia

    As an attorney who provides legal assistance to the elderly, you’re likely often asked to prepare a power of attorney or other legal documents to

    Read More ...

  • 6 Tips For Seniors to Stay Busy While in Isolation,senior doing yoga.

    6 Tips For Seniors to Stay Busy While in Isolation

    As a senior, the world can feel like a dangerous place right now. The threat of COVID-19 has all America’s isolating themselves in their homes.

    Read More ...

  • Senior Financial Management

    Senior Financial Management Resolutions for 2022

    When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions

    Read More ...

  • New Scam Alert Attacking Los Angeles: couple reviews suspicious mail and reports at home

    New Scam Alert: Attacking Los Angeles

    In the digital age, phone scams are becoming increasingly more common. Especially around tax season, we find that scammers are working full throttle to steal

    Read More ...