The issue of “digital assets” and what happens to them after we are gone is a fairly new concern in our high-tech society. Digital assets refer to any electronic record that a person might own or control, such as social media accounts, online photos, email accounts, websites, blo... — Updated 6/29/2021

Parents of children with disabilities often set up a specific type of trust that allows for the beneficiary to utilize the assets in the trust without interfering with their access to benefits such as Medi-Cal and SSI. This trust, called a Special Needs Trust, can help ensure... — Updated 3/18/2021

While there are a variety of ways to pay for long-term care, it is important to plan ahead to ensure that you have enough resources available to fund the care you need and the lifestyle you desire as you age. Long-term care refers to medical and non-medical care for a person who... — Updated 12/17/2020

Choosing an Executor or Successor Trustee is a decision that should not be taken lightly. Who you select will be the one responsible for making major decisions about your estate. Careful consideration should be given when you are ready to choose an Executor or a Successor... — Updated 12/9/2020

A Power of Attorney (POA) is a legal document that allows someone to handle your financial affairs for you if you ever become incapacitated or otherwise unable to make financial decisions for yourself. Since there are a number of different types of POAs to choose from, you first... — Updated 10/23/2020

A Revocable Living Trust is one of the most misunderstood tools of estate planning, especially since many people associate trusts with the extremely wealthy and the term “trust funds.” But Revocable Living Trusts can be created by just about anyone looking to make an estate plan a... — Updated 9/11/2020