News & Articles
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
Read More ...
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
Read More ...
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
Read More ...
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
Read More ...
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
Read More ...
3 Ways to Generate Income When You’re Retired
Many aging adults fear the possibility of outliving their retirement. With a longer life expectancy, an increasing cost of living, and rising health care costs,
Read More ...
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
Read More ...
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
Read More ...
Trust Accounting 101: How Do I Prepare a California Trust Accounting?
Trust Accounting 101: How Do I Prepare a California Trust Accounting? A California trust accounting is an important form of protection that offers a window for
Read More ...
How Do You Take Care of Elderly Parents’ Finances in California, Pt. I?
So your parents are aging and preparing to relax and enjoy retirement. But that doesn’t mean their finances will follow suit. As your parents enter
Read More ...