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What Is A Simplified Proceeding In California

What is a Simplified Proceeding in California?

It comes as a surprise to many that when a person passes away with assets, his or her estate may be able to avoid probate. In California, when assets and property can bypass probate, they mayREAD MORE >
Removing Your Loved One’s Special Needs Trust Trustee

Removing Your Loved One’s Special Needs Trust Trustee

When you have a loved one with a significant disability, setting up a special needs trust is often a fundamental part of making sure they can live comfortably. When managed wisely, this financial resource can helpREAD MORE >
Omitted Heirs In California What You Need To Know

Omitted Heirs in California – What You Need to Know

When someone decides to leave a close relative out of his or her will, they may be justified in their decision.  However, even if you have an excellent reason to disinherit someone, that doesn’t mean thatREAD MORE >
How Do I Plan To Remain In My Home As A Senior

Lonely senior citizens may fall victim to online romance fraud

California seniors stand a greater chance of succumbing to online romance fraud, not because of their age, but because of loneliness. According to information from the Pew Research Center, 14% of senior citizens spend all ofREAD MORE >
How Do I Plan To Remain In My Home As A Senior

How do I Plan to Remain in My Home as a Senior?

When many people retire, they plan to live in their homes for the rest of their lives or, at least, for as long as possible.  Recently, the AARP Public Policy Institute reported findings that 87% of individuals ageREAD MORE >