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What Role Does a Private Fiduciary Play?
Jan 22

2020

What Role Does a Private Fiduciary Play?

It’s necessary for all estate plans to name someone to settle financial matters after your death. Or, in the event you’re no longer able to act on your own behalf.…

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Money Mistakes People Make After the Death of a Spouse
Jan 10

2020

Money Mistakes People Make After the Death of a Spouse

Everyone handles loss in their own way, but there are some common money mistakes people make after the death of a spouse. The following are four suggestions to help your…

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Common Estate Planning Mistakes
Dec 22

2019

Common Estate Planning Mistakes

It can be a relief to finally get your affairs in order, but keep in mind these common estate planning mistakes that are all avoidable with the right knowledge.1. Not…

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Four Ways to Avoid Probate
Nov 22

2019

Four Ways to Avoid Probate

What is Probate? There are four basic ways to avoid probate in California. Probate is the court-supervised process that occurs after someone passes away, even if they left a will.…

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