In California, as with other states, elder abuse is one of the most disturbing kinds of crimes. Elders are protected with special rules to prevent financial exploitation and other forms of abuse. New FINRA Rule FINRA is the Financial Industry Regulatory Authority, and...
Month: March 2022
Some reasons to revisit your estate plan in California
If it's been a few years since you created your estate plan and a lot has changed since then, you'll need to update it promptly. Failure to do so can invalidate your will or create grounds for conflict among your beneficiaries. It's important to update or modify your...
What can a conservatorship do for you?
Are you concerned about the situation of a spouse or relative? If they are physically or mentally unable to care for themselves, you may need to step in. You may wish to have yourself legally appointed as the conservator of their affairs. This is a step that will have...