News & Articles
How To Share Caregiving Responsibilities For An Aging Parent
The responsibility of caring for an aging parent often falls on a child or close relative. Often, the sibling that doesn’t work full time or
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How Do I Talk to My Parents About Their Spending Habits?
Are you worried your parents have developed reckless and irresponsible spending habits? Helping them rein in spending is essential to minimizing stress, avoiding trouble down
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What is the Purpose of a California Trust Accounting?
California trust accounting is an important form of protection for beneficiaries and trustees during trust administration. Think about an accounting like the financial story or testimony
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Most Popular Senior Scams in 2021
From the original Ponzi scheme in 1920 to snake oil salesmen in the 19th century, scams are nothing new. As the decades have passed, scams have
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What Are the Elder Care Financial Service Options in California?
As people get older, they naturally need more help to live independently, preserve their dignity, maintain their quality of life, and make the most of
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The Benefits of Hiring a Private Fiduciary
A private fiduciary is a licensed professional hired to manage your trust when you become incapacitated or pass away. Hiring a private fiduciary is a great option
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How To Avoid Scams Targeting Seniors
It’s no secret seniors are a major target for scammers. In fact, it’s estimated they lose more than $3 billion a year to fraudsters according
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How to Discuss Your Parents Finances
As your parents grow older, it may be more challenging for them to oversee their finances. As their son or daughter, you may feel that
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How To Help Your Aging Parents Manage Their Finances
It can be a tough topic to think about, and perhaps even more difficult to address, but it’s very likely there will come a day
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How Long Does It Take to Distribute Trust Assets?
Typically, distribution of trust assets will take 12-18 months for a beneficiary to receive trust assets in a trust account distribution. This time can be
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