In California, owning assets in a revocable trust enables your family to avoid probate, a court process used to transfer assets to beneficiaries of a will or the decedent’s heirs. One of the main reasons to create a trust is to avoid probate. Unfortunately, more often than we would like, when we assist clients with trust administration after the death…
Big Three from Episode #077: You have more control over the cognitive aging process than you think! Maintaining good cognitive function can save you money in retirement. Dementia and Alzheimer’s are scary and cognitive decline is a tough thing to think about, but if you’re worried or suspect you may have an issue, DON’T wait. Seek help right away! Time-stamped…
Big Three from Episode #065: Diablo Valley Foundation for the aging is not just for orphaned seniors. They provide support to all seniors and their family members however they may need it. DVFA has various programs, but their primary three services include professional private fiduciary services, care management, and adult daycare. DVFA’s mission is to provide support enabling older adults…