Common assets mistakenly omitted from trusts

Common assets mistakenly omitted from trusts Being an Attorney in Southern California that concentrates on all aspects of Probate matters, my office has come up with a list of the forgotten assets that are most commonly omitted from trust funding.  T...

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What is Probate?

WHAT IS PROBATE? Probate is a legal proceeding that is used to wind up a person’s legal and financial affairs after death. In California probate proceedings are conducted in the Superior Court for the county in which the decedent lived, and can...

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Elder Financial Abuse

California Law requires all bank employees to report all suspected cases of elder financial abuse. The California Bankers Association has compiled a list of tips to help consumers be more vigilant in keeping seniors safe. Elder financial abuse i...

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