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Resources

Young Fiduciary & Trust

Carol Young, CLPF & CTFA

 

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"As a professional geriatric care manager, I assess and manage the care needs of the older person to assure their health, functional, social, safety and spiritual needs are met.  Many times, older adults also need assistance and/or oversight regarding the management of their financial affairs coupled with advocacy to guard against elder financial abuse. It is those times that I would recommend retaining Carol Young, Fiduciary. She has that ability to recognize what needs to be done and addresses it immediately thereby avoiding crisis later. Carol is an advocate for the older adult and it is this passion that makes me most happy when working with Carol."

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- Lynn Cox, Geriatric Care Manager

Financial protection for older Americans:

  • What is a Fiduciary?

  • Help for Trustees of a Revocable Living Trust

  • Help for Agents under a Power of Attorney

  • Money Smarts for Older Adults – Prevent Financial Exploitation

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Seniors & the Law: 

  • Do I need Estate Planning

  • Do I need a Will? 

  • Do I need a Trust?

 

Description of Professional Fiduciary Association of California Code of Ethics

© 2018 by Young Fiduciary & Trust

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