Schedule a Free Consultation 800-970-3414

Be Prepared: Tips for Planning for Emergencies for Older Adults

By | Health & Wellness

Recent emergencies from hurricanes in the South to the devastating Wine Country fires in California are reminders that it is important to plan for natural disasters. This is especially important for older adults, their families, and their communities. Each person has unique abilities and needs, and it is important to understand how an emergency might affect your individual needs.

Read More

Conservatorships – Facts

By | Blog Home, Trust Administration

As a caregiver, you take on the emotional struggles of day-to-day life, but you must also deal with the practical, everyday tasks of making sure everything is up and running. If your loved one cannot provide for his or her own personal needs (e.g., dressing, bathing, clothing, medication management) or manage his own financial resources (e.g., pay bills, manage a checkbook), then as a caregiver, you become responsible for all of these tasks.

Read More

PROBATE VS. TRUST ADMINISTRATION

By | Trust Administration

When a loved one passes away, it is an emotional and stressful time. Unfortunately, while you are still grieving, you do have to face the practicalities of trying to figure out how to settle your family member’s affairs. The hope is that you know exactly where that estate planning binder is; however, if your loved one never did any estate planning, you may be facing probate.

Read More