Pocket multi-tool

Management Agencies

A limited but versatile tool for money management that just might delay disability.

Foreign currency jigsaw puzzle

Foreign Wills

Foreign wills puzzle the best of lawyers. Here’s my checklist to organize the pieces.

Trust fall dummies

Trustees

Trustees manage your money long-term. Picking one is easier when you know what they do.

Adults shake hands, child grips both wrists

Do You Need a Living Trust?

Everyone in California needs a living trust. Texas, not so much. Here, disability, not probate, drives the choice.

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