2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Assisted Living Industry Struggles to Accommodate Growing Dementia Population

The rapidly increasing population of dementia patients in assisted living facilities is challenging not only the facilities providing the care, but also the safety of the other non-afflicted seniors who reside there. Originally, assisted living facilities were created as an alternative to nursing homes. They were designed for those who were independent, but in need of some assistance with daily…

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Why You Should Name a Retirement Trust as Beneficiary (For IRAs, 401(k)s and Other Tax-Deferred Retirement Accounts)

IRAs, 401(k)s and other tax-deferred retirement accounts allow your savings to grow tax-free until you retire. The year after you become age 70 ½, you must begin taking required minimum distributions from your retirement accounts, and you will pay ordinary income taxes on all distributions. The rest of the money that stays in your account continues to grow tax-free until…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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