How to Help Your Clients Find The Financial Assistance They Need
As we age, our mental capacity to handle our own finances diminishes. You may notice
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
What Is Unclaimed Property?
If you’ve recently stepped in to help manage your elderly parents’ finances, make sure you
How to Reduce Scammer and Spam Calls
Every year, thousands of people lose money to telephone scams — and the number is
What to Expect When Taking Over Your Elderly Parent’s Responsibilities
Helping mom or dad with finances brings plenty of emotions to the surface. They may
What Types of Assets Are Subject to Probate?
The probate process is the judicial process in which a will or living trust is
How to Get a Power of Attorney for a Parent in California
As an adult, you want to do everything you can to maintain your parents’ well-being.
3 Considerations Before Choosing a Private Fiduciary
A private fiduciary is a person or institution who has the legal duty to act
New Scam Alert: Attacking Los Angeles
In the digital age, phone scams are becoming increasingly more common. Especially around tax season,
Living Trust: What is it and Why Do I Need It?
We’ve heard it for years – the only sure things in life are death and
