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What are a conservator’s duties in a limited conservatorship?
For Californians who have an adult loved one who needs a certain level of care due to developmental disabilities, a conservatorship may be a viable
What are the different types of powers of attorney?
Good estate planning can have a lot of moving parts and there are some aspects which will have more use to you than others. Your
Do you know what special needs trust assets can be used for?
A special needs trust can be a great way to provide your loved one with financial resources while protecting his or her ability to obtain
Younger people are showing greater interest in estate planning
For many Californians, estate planning is something they put off. While this is understandable given the subject matter and that it is essentially acknowledging one’s
How can I avoid outliving my retirement assets?
Life expectancy in the U.S. is on the rise. This raises the troubling question many retirees are facing: what happens if I outlive my assets?
What does a conservator do?
A California resident who a court deems unable to care for themselves or handle their basic needs may be appointed a conservator. Most California residents
Understanding conservatorships in California
If an adult cannot care for him or herself or his or her finances, it may be necessary to pursue a conservatorship. A judge can
Why should a younger person consider estate planning?
Although Californians can take legal estate planning steps as soon as they reach adulthood, many young people put off even writing a will. There may
Here’s what you can do to protect your grandchildren’s’ finances
As we age, we tend to worry about our loved ones’ financial stability when we’re no longer around. This is what drives many people to
What are your goals in the estate planning process?
People in California approach estate planning from many different angles. For some, the most important part is to designate a guardian for minor children. For