You recently found out you are the trustee of your parentโs trust. It is very likely that during the next few months you will feel extreme family pressures from your siblings to โgive them their money.โ We know it all … Read More
Are you striving to help your aging mother and father retain their independence (and their financial security) for as long as possible? There comes the point in almost every personโs life where you need to help your parents with their … Read More
Itโs a new year and you might be looking to make a change in your business or personal โteamโ for this year. That team might include your CPA, life coach, attorney or financial planner. Today, letโs look at the … Read More
If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. First, a trustee should be handling asset collection and protection. What this means is that the trustee … Read More
When a person dies without a will or trust, their estate enters the Probate Process and becomes subject to the laws of intestate succession. This means that if you die without a will, the Probate Code determines what will happen … Read More