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Elder Financial Abuse and Undue Influence in California: A Growing Concern Understanding Elder Financial Abuse

Elder financial abuse is a serious and growing issue in California, where vulnerable older adults…

The Prudent Investor Rule: What Every Fiduciary Should Know

The Prudent Investor Rule: What Every Fiduciary Should Know

If you’re managing someone else’s assets—as a trustee, conservator, or financial caretaker—the Prudent Investor Rule…

The Ultimate 2025 Guide for New Trustees: Managing Trust Assets & Responsibilities

The Ultimate 2025 Guide for New Trustees: Managing Trust Assets & Responsibilities

Understanding Your Role as a Trustee Being named a trustee can feel overwhelming at first,…

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