If your mom (or dad) has a revocable living trust and has now been diagnosed with dementia or another condition affecting mental capacity, the successor trustee is going to have to step. If that is you, you need to understand your responsibilities and take them seriously. Many people in this situation feel overwhelmed, scared of making a mistake, and unsure…
Summer is here! A California summer is all about sunshine, relaxation, and maybe even checking off some those to-do list items you’ve been putting off. While you are sorting out travel plans and backyard BBQs, it may be the perfect time to tackle something equally important to you and your family: your estate plan. Creating a solid estate plan isn’t…
Death is a topic many of us prefer to avoid, but as responsible adults, planning for the future includes considering what will happen to our assets when we’re no longer around. US Savings Bonds are a common investment choice for many Americans due to their low risk and reliability. However, what happens to these bonds after the bondholder passes away…
