What If My Financial Situation Changes?
How Does Conservatorship Impact Financial Decision-Making? A conservatorship is a legal arrangement where a court appoints an individual or entity, …
Point Loma Estate Planning
What Happens To Retirement Accounts Upon Death?
Death is an inevitable part of life, and it’s crucial to have plans in place for our assets after we’re …
What Happens If a Beneficiary Dies Before Me?
Estate planning can be complex, requiring careful consideration of various scenarios. One such scenario involves what happens if a beneficiary …
What are Transfer-on-Death (TOD) Accounts?
Transfer-on-Death (TOD) accounts offer a streamlined approach to asset distribution upon your passing. Unlike traditional accounts that often become entangled …