Learning Is For Everyone (LIFE) – San Elijo LIFE

Learning Is For Everyone (LIFE) - San Elijo LIFE Lecture Topic: Wills, Trusts, and End-of-Life Decisions. Navigating the world of aging well takes a team approach. The members of your team should include legal, financial and tax advisers, as well as someone to help you navigate the myriad of rules and services associated with the [...]

April 25th, 2019|

Special Needs Trusts – What You Need to Know

In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility of making decisions in the best interest of the person who benefits from the trust, [...]

October 23rd, 2018|