When someone you love has a significant disability, caring for their daily needs can become the central focus of the family. Many families want to plan for their loved one’s long-term needs. One way to prepareREAD MORE >
Adapting to life on a retirement income can take some getting used to, especially if you have not taken the time to prepare. For some, living off of retirement income may mean having to make significantREAD MORE >
It comes as a surprise to many that when a person passes away with assets, his or her estate may be able to avoid probate. In California, when assets and property can bypass probate, they mayREAD MORE >
A revocable living trust can be a powerful estate planning tool and an effective means to keep valuable assets out of probate. Before setting up your trust, it’s important to know your rights as the trustREAD MORE >
When you have a loved one with a significant disability, setting up a special needs trust is often a fundamental part of making sure they can live comfortably. When managed wisely, this financial resource can helpREAD MORE >
