AB 2016: California’s New Era of Small Estate Simplification
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
Jared OngMay 8, 2025
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Safeguarding Seniors: How to Protect the Elderly from Financial Exploitation
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
Jared OngJanuary 31, 2025
Breaking Down the 2024 Medi-Cal Asset Limit Changes
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
Jared OngSeptember 25, 2024
Form 56: Notice Concerning Fiduciary Relationship
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,
Jared OngJuly 10, 2024
Maximizing Wealth Transfer: The Power of See Through Trusts
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
Jared OngApril 23, 2024
Penalty Changes to SSA’s In Kind Support and Maintenance Program
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
Jared OngMarch 31, 2024
Decoding the Uniform Prudent Investor Act (UPIA)
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
Jared OngJanuary 24, 2024
How the Corporate Transparency Act Impacts Your Role as Fiduciary
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
Jared OngNovember 8, 2023
How the TD Ameritrade to Schwab Transition Impacts You
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
Jared OngJuly 19, 2023
Robo Advisor vs. Human Advisor: Choosing the Right Investment Guidance
AI is taking the world by storm. Chatbots, like ChatGPT and Google Bard, help a wide range of individuals and organizations access specific, straightforward information
Jared OngJune 30, 2023