Aug 12, 2019 | Estate Planning
The Importance of Creating an Advance Health Care Directive An Advance Health Care Directive (AHCD), provides vital information to your loved ones and health care provider about your medical preferences. In addition, an AHCD appoints one or more people who will be...Jul 10, 2019 | Estate Planning
What is a Trust? A trust is a fiduciary arrangement that allows you, the owner of the assets (trustor), to designate a third party (trustee), to hold assets on behalf of a beneficiary or beneficiaries of your choosing. Trusts can be used as a powerful tool to protect...Jul 3, 2019 | Estate Planning
Understanding the Difference Between Conservatorship and Power of Attorney In a range of different situations, individuals who are unable to care of themselves may be appointed a Conservator or Power of Attorney(POA) by a legal court proceeding to assume the rights...Jul 3, 2019 | Estate Planning
Every Family Benefits with an Established Estate Plan Taking the initiative to begin the estate planning process is an intelligent and logical process for pro-active individuals and families, no matter their current financial or health situation. With the assistance...Jul 2, 2019 | Estate Planning
Understanding the Difference Between Conservatorship and Guardianship In the state of California, individuals who are unable to care for themselves may be appointed a Conservator or Guardian by a legal court proceeding to assume the rights and responsibilities of the...