If you haven’t watched HBO’s series “Succession” yet, it revolves around a family that owns a media conglomerate. The show delves into the power struggles among family members as they vie for control of the family business while also grappling with their patriarch’s failing health. These themes resonate with the everyday challenges we’ve seen at…
The world of money management is a jungle, so it only makes sense that you would build an ecosystem of advisors to ensure your financial and investment planning stays on track. A professional fiduciary is a key player in this arrangement and can support you in everything from day-to-day money management to acting as your…
As our loved ones age, it’s important that they have a thoughtful plan in place for both care and finances, before they develop dementia or otherwise become incapacitated. In California, complete estate plans include an Advanced Health Care Directive (AHCD) and durable power of attorney (POA). While immediate health care decisions are typically delegated to…
As we head deeper into 2023, now is the time to reflect on the past year, and to set aspirations for the year ahead. This time around, however, instead of making the same old weight loss, exercise, or eating healthy resolutions, focus on a resolution committed to safeguarding your personal and financial affairs. This year,…
If you have a trust, you need to prepare for all possibilities—this means naming a successor trustee who would take over the management of the trust if the original trustee were to become incapable, whether due to death, incapacity, or any other reason. Choosing a successor trustee is a difficult decision for many people. However,…
