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The ABLE Act was a landmark moment for disabled people in California because it was the first time the higher cost of living was officially recognized in policy for that particular demographic. It's a savings account that comes with certain tax advantages. Helping...
A power of attorney is a document that authorizes one person, known as the attorney-in-fact or agent, to act on behalf of another person, known as the principal, when the principal is unable to be present. In a California estate plan, two different types of powers of...
Today, estate owners in California can write powers of attorney with ease. Whether through a downloadable form or attorney, writing up your POA is the easiest step. The difficult step is in deciding on how a power of attorney will be used. Whether granting financial...
Most California residents want to be in control of their own affairs as much as possible. When they cannot, it is typically best to have someone trusted and responsible handle financial matters for them. Situations can arise in which individuals cannot make important...
Most people want to feel as if they have at least a modicum of control in any given scenario. There are certainly situations in life that no California resident can control, but often, preparations can be made that could at least act as a guide for handling certain...
Many California parents will be sending their children off to college for the first time this year. Though it is an exciting time, it can also be emotional and, with the current state of the world, nerve-wracking. As a result, it is wise to take measures to ensure...
Because an incapacitating event could happen to anyone, it is important that California residents make arrangements to have someone handle their affairs. Often, parties utilize power of attorney documents to appoint agents to handle financial and health care matters....
Deciding to appoint someone to handle important personal matters is a step in the right direction. Of course, even if California residents want to appoint power of attorney agents, they may feel uncertain about the best way to go about doing so. Additionally, they may...
An unexpected illness or injury could easily leave anyone in a difficult situation. In some cases, health conditions can leave a person unable to express his or her wishes for care, and someone else must do so. The idea of leaving these decisions in the hands of...
When creating an estate plan, California residents will need to appoint trusted people to various roles. One important role to consider is who to appoint as a financial power of attorney agent. However, this is not the only finance-related role that individuals need...
