What Happens to Your Money When You Die?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires. Most people understand the...
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Estate (2)
Breaking Down California’s Master Plan for Aging
As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing both the numbers of individuals in or entering retirement and the proportion of elderly to working-age adults. Enter California’s Master Plan for Aging.
3 Primary Types of Trustees to Consider
As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In...
What Is the Role of a Trustee?
When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may choose to set up a trust for many different reasons, but a trust document will establish the duties of a trustee, including who can be named trustee.