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Not all adults are able to care for themselves or tend to their own needs. In California, a conservatorship may be established for adults who struggle with such tasks as: Obtaining food and shelter for themselves Responsibly handling their own finances  Ensuring they receive proper…

Establishing a living trust is a highly effective way to protect the assets you may wish to leave to your family members and other such individuals when you pass on. With a living trust, your beneficiaries will receive their inheritances while avoiding the probate process….

Setting up a trust serves many purposes. Preserving your legacy and ensuring your loved ones (and other important people in your life) receive inheritances are two noteworthy examples. However, it’s important to consider certain factors when determining what type of trust to establish. For instance,…

You’ve worked hard to save and invest, take care of your family and yourself.  Maybe you own a home or a business.  Perhaps multiple real estate investments.  Whatever you have, most people I speak with want to make sure they have a plan for their…

Most people don’t enjoy thinking about the possibility of being seriously injured or developing a medical condition that leaves them incapacitated. Yet, this is what I do every day.  As responsible adults, we must consider that you may one day find yourself unable to tend…

If you own real estate, whether your personal residence, investment properties, or multiple properties, you’ll want to leave them to who you choose, whether your family or other loved ones, friends, or charity. Although you could leave them to your family in a will, it…

It can take a lifetime to acquire assets and build a legacy to leave behind to your children. You don’t want to spend most of your life providing for your loved ones, only to worry that once you pass on, they will be unable to…

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