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

🐌 What's really the hangup? Estate planning—the crucial process of deciding how your assets will be managed and distributed after you pass away—is something almost everyone agrees they should do. It also involves a lesser known, yet equally, if not more important, need for incapacity planning in case of emergency. Yet, for many, it sits stubbornly at the bottom of the to-do list, year after year. Why the massive delay? It turns out, the "hangup" isn't a lack of discipline;

Caught in the Middle: If you find yourself constantly juggling the needs of your aging parents and the demands of your own children, congratulations (and commiserations) – you're part of the Sandwich Generation . It's a demanding place to be. You’re the linchpin, the primary caregiver, the financial support system, and the logistical coordinator for two generations simultaneously. With so many immediate plates spinning, it’s easy to push the less urgent, yet critically impo

If you have children, own a home, run a business, or simply want to have a say in your own future, this week is a call to action. Leaving your affairs to default state laws is not a plan; it’s a gamble that will force your family into crisis during their most vulnerable time. The Myth of "Too Young" or "Not Wealthy Enough" The truth is, estate planning isn't about building a monument to your wealth; it's about building a safety net for the people you love. So, why would you

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

Make arrangements to manage and protect your property. Leaving your home country is a significant life event, made even more complex and...

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...

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...

Creating a trust can be an important estate planning tool for anyone wanting to manage their assets and ensure proper distribution after...

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...

Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.

There is no minimum property requirement to make a will or trust. Avoid probate and make sure your family is well protected.

Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...

Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...