A dementia diagnosis is a life-changing event. As families grapple with emotional and medical complexities, they often face another immense challenge: taking control of their loved one's finances. Dementia progressively impairs the cognitive functions required for sound financial judgment—tasks like balancing a checkbook, spotting a scam, or tracking monthly bills become overwhelming. For a person who has managed their own money for decades, losing this independence can be de

The Tale of Two Departures: What you actually experience when a loved one dies will depend largely on whether or not they had an estate plan. The passing of a loved one is an incredibly difficult time, filled with grief, reflection, and adjustment. But beyond the emotional toll, there's a practical reality that families must face: settling the deceased's affairs. The ease or agony of this process hinges almost entirely on one crucial factor: did your loved one have an estate

Estate planning is a crucial process for everyone, but it is often considered more important for women due to several unique challenges...

Seniors, disabled persons and those who care for them are feeling the whiplash yet again with the latest changes to Medi-Cal eligibility...

It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Yes, life insurance is an excellent and often indispensable estate planning strategy for a wide range of individuals, from those with...

Waiting too long to create will can lead to loss of control over your legacy and your family's well-being. We get it. When you're...

Cognitive decline after a stroke is a very common and significant issue, impacting a large percentage of stroke survivors. A stroke can...

When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...

When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...

Younger generations can encourage their aging parents to start the estate planning conversation. Discussing estate planning can feel...

A warm moment shared between a father and his adult son, highlighting the trust and responsibility often seen in family trustee roles....

In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...

Caring for a loved one with dementia can feel like navigating a stormy sea. As cognitive abilities wane, planning for the future becomes...

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?

As parents age, a paradigm shift occurs. As children, we look to our parents for everything but as adults, we find our parents looking to...