Learn how to support seniors’ financial success and continued independence by reading our blog articles.
Intestate succession in California refers to the probate process that distributes property and assets when someone dies without a will or when someone passes away and hasn’t included certain assets in the will or another estate planning instrument. When an … Read More
When a loved one passes away, navigating the legal and financial maze of settling their estate can be overwhelming. Whether someone has named you an executor or an estate administrator, both roles have significant responsibilities. However, while many people use … Read More
Yes, a trustee can withdraw money from an irrevocable trust, but only to pay for third-party expenses and not for personal reasons. This is because it is the trustee’s responsibility to manage the trust according to the wishes of the … Read More
When a loved one dies, managing their estate can be complex and emotional. Depending on the circumstances, one of the critical roles involved in this process can be the estate administrator. The administrator of an estate is appointed by a … Read More
As a pet lover, you might joke (or daydream) about leaving your pets everything you own when you are gone. Because they’re not just pets; they’re family. They’ve been by your side through thick and thin, offering unconditional love, endless … Read More