News & Articles
Alzheimer’s Awareness Month: How You Can Help Seniors
It’s never easy to hear that you or a loved one has been diagnosed with Alzheimer’s. But it’s important to know that those with Alzheimer’s
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How Do You Know if a Trust Accounting Is Accurate?
Trust accounting in California is an essential protection for beneficiaries that ensures the trustee is administering the trust per the probate code and the terms of
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A Guide to Trust Accounting for Irrevocable Trusts
Many different kinds of trusts exist, but they fall under two categories: revocable trusts and irrevocable trusts. Understanding the difference between the two is crucial
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Warning Signs Of Elder Financial Abuse
Growing older does make us wiser, but even those of us with decades of life experience can fall victim to scams and abuse. Elder financial abuse happens
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Reasons to Get Power of Attorney for a Parent with Alzheimer’s
When your aging parent begins to show signs of dementia, it can be difficult news to handle. Adult children often struggle with what to do
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How Soon Should I Set Up Power of Attorney in California?
A power of attorney can be set up for anyone regardless of age. However, most conversations about assigning a power of attorney happen in the sunset stage
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What Types of Assets Are Subject to Probate?
The probate process is the judicial process in which a will or living trust is being accepted in the court of law. Since people acquire
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How to Avoid Probate With Living Trusts
Most people want their money and assets to be passed down to their children and other individuals that are important to them – instead of
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Signs My Aging Parents Can No Longer Manage Their Finances
Starting at the age 60, studies have shown people may begin experiencing a decrease in their financial literacy score by one point per year. From
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Trustee Services in California: Managing Finances for a Parent with Dementia
When your parent has dementia, it can be difficult to discuss, but you owe it to them to get them the help they need. When
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