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EEA Success Story #2 – Miss Johnson – The Lonely Widow

EEA Success Story #2 – Miss Johnson – The Lonely Widow

EEA SUCCESS STORY #2 – Miss Johnson – The Lonely Widow. Miss Johnson had been living solo for 30+ years since her husband passed away in the 80’s.  While she had managed to take care of herself since his passing, it became clear that Miss Johnson was […]

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EEA SUCCESS STORY #1 – Miss Sampson, Reconsidering your Family & Friends

EEA SUCCESS STORY #1 – Miss Sampson, Reconsidering your Family & Friends

EEA SUCCESS STORY #1 – Miss Sampson – Reconsidering your Family & Friends as POA (Financial) and Trustee. Miss Sampson had initially named a friend to serve as her Power of Attorney and Trustee.  Because the friend was doing this as a “favor” for Miss Sampson, only […]

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6 Reasons Why You Should Hire A Fiduciary!

6 Reasons Why You Should Hire A Fiduciary!

Have you ever wondered how you are going to secure your financial future? Are you prepared to protect your assets? Although these questions may seem overwhelming, we have a few crucial reasons why you should hire a fiduciary today! Reason #1 – Experienced “Neutral Party Professional” = […]

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Estate Expertise and Guidance for Seniors – Fiduciary Services

Estate Expertise and Guidance for Seniors – Fiduciary Services   Written by: Mark Rosney, Owner of Allways Home Care (Orange County, CA)  www.allwayshome.org With aging comes the complexities of maintaining daily living, staying active, socializing, and along with it very unfamiliar legal hurdles, financial risks, and much […]

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Estate Plan – Thinking About the Unthinkable

Estate Plan – Thinking About the Unthinkable

Estate Plan – Thinking About the Unthinkable Written by: Anna Tarasyuk / Tarasyuk Law Offices (Torrance, CA)  www.tarasyuklawoffices.com When it comes to planning for the unexpected many of us tend to put it off because no one wants to think about their own mortality. But, it is […]

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