1(855) ELDER LAW              1(855) 353-3752 Medi-Cal A+ BBB
Call for a Free Consultation!

Have Questions that only an Attorney can answer?
Call Now for Free Consultation!
1(855) ELDER LAW

  • Home
  • News
  • Simple Tips For Protecting Your Assets From Online Fraud

What is a Fiduciary

A fiduciary is a person that has been given the responsibility to act on behalf of another in matters that require great trust, honesty and loyalty. These individuals are hired to act in your best interest and must set aside their own personal motives in favor of your goals.

Fiduciaries can serve in a variety of roles, for example, when it comes to Estate Planning, you select a variety of fiduciaries to act on your behalf, such as Executors of your Will, Trustee of your Trust, and Agent or Atttorney-in-Fact for your power of attorney documents. Fiduciaries are also court appointed guardians, conservators and personal representatives of estates.

Continue Reading

How to Choose a Qualified Fiduciary

Many choose a fiduciary adviser to handle those important duties. This might seem like an involved task for plan sponsors, but proper preparation can significantly simplify the undertaking.An adviser manages the retirement plan in the best interest of its participants — minimizing fiduciary risk, implementing an investment management process, monitoring all plan fees and developing and maintaining an education program.

Continue Reading

Who Needs a Professional Fiduciary

WHO NEEDS A PROFESSIONAL FIDUCIARY? 

It is said that there are 26,000 “orphan” seniors in San Diego alone. And many seniors with family choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. And, of course, many family members would not be a good choice for fiduciary work due to the lack of appropriate skills or the potential for conflict with siblings or other relatives.

Continue Reading

Create a Caregiving Plan

It is always a great idea to plan for the future, and one way your family can start is by having family meetings and discuss a caregiving plan to make sure that an aging parent is as safe as possible for as long as possible. Amy Goyer, AARP’s Caregiving Expert. Ms. Goyer says, “Whether you are caring for a family member or a friend after a hospitalization or health crisis, or you’re gradually increasing support over time, you’ll have less stress and more success if you create a caregiving plan for yourself.” She suggests that a simple plan gives you practical information, a framework and prospective which raises your comfort and confidence as a caregiver. From an article by Ms. Goyer on the AARP website, here are some key components to include in your plan:

Continue Reading

How to Prevent Falls

Did you know that every 35 minutes an older American dies as the result of a fall? The deaths of newscaster David Brinkley, the “weight-loss guru,” Doctor Robert Atkins, i.e., the famous “Atkins diet,” and former Washington Post owner Katharine Graham all resulted from traumatic brain and head injuries precipitated by falls.

Continue Reading

Serving Our Community Since 1995

Elder Law Services of California, APLC provides the same strategic planning and legal representative of larger firms, yet in a personalized, family-like manner. Our priority is to provide the highest level of legal services and client satisfaction when representing your Medi-Cal Planning, Estate Planning, Trust Administration, or Probate cases. Above all, we understand the importance of you and your family’s financial future and legal security.

Our team of Attorneys and legal support staff have assisted thousands of different families by giving them the freedom to plan for the security of their future, while also providing peace of mind with our experienced legal advice. As our name, Elder Law Services of California, APLC serves all families in California, with convenient locations throughout Los Angeles, as well as locations in Northern California, and San Diego.

Whether you need to qualify for Medi-Cal, pay for long-term care, create an estate plan and powers of attorney, proceed a conservatorship, protect your assets, or deal with the loss of a loved one, our team is there for you every step of the way. Sadly, many families are unprepared for any significant planning for their future, so take the first step today to protect your family’s integrity.

Elder Law Services  of California, APLC.
    • Location

      Multiple Office Locations throughout California

      Mon – Fri: 9AM – 5PM

      Follow us

      Facebook • TwitterYelp

    • Contact us

      1000 characters left