When we are working the daily nine-to-five, we dream of the day that we can finally retire. However, life expectancy is on the upswing and many people find that they are outliving their retirement assets. If this happens to you, you may want to consider one of the...
Month: August 2021
Is your power of attorney ready for digital assets?
You took the time to craft a comprehensive estate plan that details the distribution of your assets and provides financial security to your loved ones through trusts. Now, unfortunately, you realize you neglected to mention your numerous digital assets. In recent...
What you need to know about special needs trusts
If your loved one in California has special needs, it's not always easy to tell if they will outlive their money. A special needs trust can provide financial security and comfort for your loved one in the future. Read on for more information about these trusts. What...
When can special needs trusts be established in California?
For California parents and relatives who care for a loved one with special needs, it is important to think about the future. The proper care must be provided for their lifetime and it is no guarantee that the current caregiver can continue that indefinitely. This is...