Creating a Lasting Legacy through Special Needs TrustHaving a loved one with special needs can bring immense joy and a unique set of challenges. One of the most important aspects of caring ...
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 ...
Planning Your Retirement and End of LifeWhen it comes to your retirement and end of life, you want to ensure that you are prepared for anything. This includes having a plan in ...
What Type of Professionals Do You Need on Your Advocacy ... No one can do everything on their own, especially when it comes to safeguarding your finances and well-being. Here's why it's so importa...
Top 10 things you need to know about Conservatorships.Find out what a Conservatorship is and why it's important you seek legal counsel when dealing with one. We break down the Top 10 things ...
How to Distribute to Your Beneficiaries.Do you want your family's future taken care of? If so, read the following guide to learn more about how Advocate Fiduciary Services can ...
Why is a Special Needs Trust Important?Parents of children with special needs know that the future is full of uncertainty. You may find yourself worried about what will happen...
The Importance Of Building An Advisory TeamA network of trusted advisors can help ease the burden of aging. Learn how Advocate Fiduciary Services suggests building an advisory tea...