Managing the Finances of an Incapacitated Californian: A Practical Guide
Managing the Finances of an Incapacitated Californian: A Practical Guide When a Californian becomes mentally incapacitated and unable to manage their financial affairs, it often falls to friends or family members to step in. However, even with the best intentions, navigating the procedural and legal hurdles at banks and brokerage firms can feel overwhelming. This […]
What is a Trustee? Understanding the Role, Responsibilities and Legal Implications
What is a Trustee? Understanding the Role, Responsibilities and Legal Implications In the realm of estate planning and asset management, the role of a trustee is pivotal. Whether you are considering appointing a trustee or have been asked to serve as one, understanding what it means to be a trustee is crucial, not only for […]
