Legal Articles, Estate
Some Reasons to Create a Living Trust in California
An outline of some of the reasons it is important for California residents to create a living trust.
2019 Medicare Advantage Plans Incorporate Long Term Care, Aging in Place Benefits
Medicare Advantage Plans are cautiously incorporating benefits that aid in Aging in Place planning
5 Steps To Help You Transition Control of a Parent’s Finances
I am called upon frequently to assist my clients with overseeing a parent’s finances as the parent grows older.
A Family Estate Plan – A Wonderful Resolution for the New Year!
Finally, you have decided to tackle one of the most important family matters – your Estate Plan. This blog will review the three basic estate planning documents: