Just had two clients contact me with mothers on their death beds. In one case the woman was still able to think rationally, make decisions, and sign documents. I was able to do a trust for her which saved her family thousands of dollars in probate fees, when she died a few weeks later. In […]
professional fiduciary
Who will take care of things if I’m not around?
For some families with young or irresponsible children, who will act as the executor or successor trustee is a very hard question to answer. Most institutions won’t act for smaller estates (under $5,000,000) or if they do, they charge enormous fees. One solution in CA may be private professional fiduciaries Families with younger, disabled or […]