Insights for Aging Adults
Stay informed with expert guidance on coordinating care for aging adults. Explore practical tips and thoughtful strategies in our latest articles.
Guns in the Estate: Why California Makes Inheriting a Firearm So Complicated
And what a fiduciary's Firearm Safety Certificate has to do with it Most assets in...
California Conservatorship Accounting: What the Court Actually Expects
Most families don't realize the financial reporting obligations that come with being appointed conservator of...
When Your Loved One Refuses Help: Fiduciary Options for Resistant Adults
Estimated reading time: 5 minutes A parent insisting they're "fine" while bills go unpaid and...
Why Your Trust Is Only as Good as Your Funding
You did everything right. You met with an attorney. You signed the trust documents. You...
2025 Annual Gift Tax Exclusion: Why Giving Now Can Be Smarter Than Waiting
When people think about estate planning, the focus is usually on what happens after death—wills,...
Long-Term Care Planning: Protecting Assets While Getting the Care You Need
As the population ages and healthcare costs continue to rise, more families are facing difficult...
Red Flags of Financial Elder Abuse (with a 10-Question Self-Test)
What is Financial Elder Abuse? Financial elder abuse (or financial exploitation of older adults) happens...
