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....

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

SAME-SEX COUPLES CAN LEGALLY MARRY, BUT MANY REMAIN UNMARRIED In 2015, same-sex marriage was legalized in all 50 states and Washington,...

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.

As parents age, a paradigm shift occurs. As children, we look to our parents for everything but as adults, we find our parents looking to...

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...

Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...