When someone becomes a successor trustee, they gain substantial power over a trust and its assets. Unfortunately, for some trustees, the temptation to use trust assets for their own benefit is too great. When they do, it can have enormous … Read More
After creating your will, appointing an executor to carry out your wishes is a huge decision to make that will ripple across generations. But if you live in California, who can be an executor if you have no family? You … Read More
A trustee has considerable influence over the well-being of beneficiaries and your legacy, so choosing one is a decision you should never take lightly. But who should you name as a trustee? In a perfect world, you could select a … Read More
As your parents age, you and your siblings will have to have some tough conversations. Many people want to avoid having these conversations for as long as possible. But putting them off can have dire consequences. If your parents need … Read More
Planning and preparation provide the power to control and shape your future. Whether you are a senior or have a senior loved one approaching retirement, this exciting life stage is full of possibilities, but planning is crucial to make the … Read More