What Happens to Your Money When You Die?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires.
Jared OngSeptember 3, 2021
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Britney Spears’ Conservatorship: 3 Key Roles Affecting This Case
As rumors of Spears’ unhappiness in her conservatorship have gained momentum, both fiduciary professionals and those with personal connections to her have been asked to give context to her complex conservatorship—including the possible signs of abuse by her conservators.
Nguyen VuAugust 20, 2021
Harmonizing Your Special Needs Trust and ABLE Account
When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).
Jeremy LauJuly 29, 2021
The Prudent Perspective – Q2 2021
After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.
Jeremy LauJuly 17, 2021
Cybersecurity Tips: Online Financial Accounts
With global cybercrime projected to cost individuals and businesses as much as $10.5 trillion per year by 2025, cybersecurity concerns aren’t going anywhere. Your best defense is personal vigilance when it comes to your own online behavior.
Nguyen VuJuly 1, 2021
I Care A Lot: Netflix Inaccuracies About Guardians
I Care A Lot, Netflix most recent film on guardians, has fanned the flames of several misconceptions regarding the role of conservators. If we depended on
Jared OngMay 26, 2021
Breaking Down California’s Master Plan for Aging
As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing
Jeremy LauMay 13, 2021
Financial Planning for Special Needs Individuals
When it comes to planning for the long-term care of special needs individuals, the process to set up and manage a trust or other care
Nguyen VuMay 10, 2021
The Prudent Perspective – Q1 2021
Normal is an illusion.What is normal for the spider is chaos for the fly. Morticia Addams Changes in the Patterns The concept of normality is
Jeremy LauApril 9, 2021
Asset Depletion Analysis: Do I Have Enough to Retire?
Different financial advisors offer different rules of thumb for determining whether you have enough money to retire. The challenge of this determination is that retirement
Jeremy LauApril 5, 2021