Learn how to support seniors’ financial success and continued independence by reading our blog articles.
As a parent, your top priority is ensuring your child’s future is as financially secure as possible. Whether it’s saving for their education, teaching them about money, or providing them with a solid foundation, there are many approaches you can … Read More
Losing a loved one is overwhelming, and dealing with their financial affairs can make the process even more complicated. If someone dies without a will, the fate of their bank accounts, along with other assets, could be determined by California’s … Read More
Securing your beneficiaries by putting your house in a trust is a wise decision. Whether you are leaving it behind for your children or other loved ones, a trust enables you to provide them with a secure financial future without … Read More
So, you were named the executor of a loved one’s estate in their will, which is a great honor and signals the utmost belief in your abilities and integrity. However, administering and closing an estate is a complicated process that … Read More
A trustee passing away can have different outcomes for the estate. If the trust is revocable and the trustee is also the grantor (i.e., the person who created it), it becomes irrevocable. If the trust is irrevocable, then a successor … Read More