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Special needs trusts come in different forms
Special needs trusts help many disabled Californians retain their eligibility for public benefits while holding different types of assets in trust. This can help people
What are the differences between a guardian and a conservator?
There are different situations in people’s lives in California that put them in a position where they cannot care for themselves properly. This could be
Estate planning considerations for new parents
When you are expecting a new child, you are likely readying the nursery and making your birth plan. Your financial concerns regarding your child may
Do you want to use your estate plan to motivate loved ones?
Are you worried about how your estate’s assets are going to be utilized once you’re gone? Are you concerned that your loved ones will simply
What does the court investigator do prior to a conservatorship?
For a Californian who is aging or has experienced a life event that leaves them unable to oversee their affairs, a conservatorship might be necessary.
Should a revocable living trust be a part of my estate plan?
The components of your estate plan will vary depending on your specific needs and the needs of your family. There are many tools available for
What you need to know about CalABLE
If you have a physically or mentally disabled child, you know that planning for their future is important. A disabled child requires special care, and
Seven events that should trigger revisiting your estate plan
An estate plan is crucial if you want to protect your assets and ensure that your loved ones and the endeavors that you care about
When do I need to think about a special needs trust?
A special needs trust is an estate planning tool residents of the Bay Area may want to create in order to provide for a loved
What are the advantages and drawbacks of a joint will?
When it comes to planning, people tend to put things off. But many people in California and elsewhere may not realize that even setting up