When planning your estate, the type of trust you choose can have a huge impact on how your assets are managed and passed on after you are...

Inheriting an Individual Retirement Account (IRA) can be both a blessing and a challenge. The process comes with important financial...

Inheriting property can stir up a whirlwind of emotions. The situation takes a unique turn when that property is a timeshare you find...

Losing a loved one is a difficult time, and it can feel overwhelming to manage their financial matters. Among the important tasks is...

A warm moment shared between a father and his adult son, highlighting the trust and responsibility often seen in family trustee roles....

The California Homestead Exemption is a valuable legal protection designed to help homeowners safeguard their primary residence from...

Creating a trust can be an important estate planning tool for anyone wanting to manage their assets and ensure proper distribution after...

Losing a loved one is one of life's toughest challenges. When that person dies without a will, trust or any type of succession planning,...

Planning for the future is critical in ensuring your assets are distributed according to your wishes. For many, the process of creating...

Caring for a loved one with dementia can feel like navigating a stormy sea. As cognitive abilities wane, planning for the future becomes...

Unmarried couples need an estate plan to protect each other in case of incapacity or death.

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?

Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...

Why Life Insurance Makes a Big Difference in Estate Planning. Use it strategically to pay funerals, debts, taxes, support minor kids.

Minor children are the ones most affected when a person dies without a will.

What is a Conservatorship? A conservatorship is a court proceeding in which a judge appoints a responsible person or persons (the...

Both wills and trusts are important tools in your estate plan. There is no one-size-fits-all approach to estate planning. Each plan must...