Learn how to support seniors’ financial success and continued independence by reading our blog articles.
So, you are creating a will and devising an estate plan that will cement your legacy and ensure your loved ones are taken care of when you are no longer around to do so. However, during that process, you are … Read More
A trust is the culmination of a person’s life and legacy, and in many ways, a trust accounting is the continuation of that story. An accounting is an essential form of protection for beneficiaries and trustees alike, and in California, … Read More
Many people use trusts as a time-tested tool for wealth management, charitable contributions, estate planning, and providing for loved ones. At the heart of any trust structure is the trustee, the individual responsible for managing and administering trust assets. While … Read More
The Question: What can a supplemental needs trust be used for? Can a supplemental needs trust be used for whatever your loved one wants or needs? How do I avoid risking my disabled loved one’s benefits while using this unique … Read More
Imagine your parents, who’ve worked tirelessly their entire lives, preparing to retire only to have retirement ripped away from them. For many seniors, a shadow has fallen over their golden years as mountains of unpaid debt threaten to undermine what … Read More