As discussions about retirement and Social Security continue to take center stage, many Americans, particularly public service workers, have advocated tirelessly for legislation that would
For years, families with modest estates have faced extensive delays and mounting legal costs simply to transfer a loved one’s assets following their passing. In
A few years ago, I ran into an old friend. He was single at the time and I asked him how his dating life was
Medi-Cal, California’s Medicaid program, has long been a lifeline for lower-income individuals and families, providing essential healthcare services. While the program has successfully supported more
Professional fiduciaries play a vital role in managing the affairs of individuals who may be unable to do it themselves. Whether it’s overseeing an estate,
When it comes to transferring wealth to future generations, one of the most effective and secure options is a See Through Trust. A See Through
During an insightful presentation at the Special Needs Planning Symposium, Special Needs Planning Advocate and Attorney Kevin Urbatsch shared positive updates to regulations related to
What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or for their families, usually with
As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently
Since 2018, Prudent Investors has used TD Ameritrade (TD) as its custodian to custody its client assets. In November 2019, Charles Schwab (Schwab) announced that
