Advocate Fiduciary Services

Fiduciary News & Info


Navigating Fiduciary Services: Understanding Your Financ... What are fiduciary services, and why do they matter? Dive deep into fiduciary responsibilities in 401(k) management, real estate, invest...
Choosing the Best Fiduciary Company in CaliforniaLife throws curveballs. Sometimes, those curveballs make it hard to manage your finances or make important decisions. Maybe it’s a sudde...
Essential Guide to Special Needs Trusts in CaliforniaA complete guide to understanding Special Needs Trusts, including the different types, how they work, and their benefits for people with...
Creating a Lasting Legacy through Special Needs TrustHaving a loved one with special needs can bring a unique set of challenges. One of the most important aspects of caring for a family mem...
The Power of Attorney in California: A Comprehensive GuideIn the state of California, a Power of Attorney is a legal document that grants someone the authority to act on your behalf in various f...
Navigating Life's Uncertainties: Understanding the Power... At Advocate Fiduciary Services, we've spent over five decades guiding clients through the intricate maze of legal and financial decision...
Achieving Financial Goals While Prioritizing Mental HealthIn today's fast-paced world, it's essential to prioritize mental health. This is especially true given the stress and uncertainty of the...
Rising Cost in Home Health Care and How to Plan for your... Over the past few years, home healthcare costs have seen exponential growth. The costs are not only rising, but they are also rising at ...
What are the 7 Ps to Preventing Poor Planning?Prior preparation is vital when it comes to effective planning. This means taking the time to think through and plan for any major life ...