Elevate Your Business with Smart Planning Board Meetings
Why do planning board meetings drive business growth? Planning board meetings can be a game-changer
Outsourced CFO Services in California: Expert Financial Leadership for Growing Businesses
Businesses need strong financial management to succeed. Many small and mid-sized companies struggle with cash
How to Prepare for a Payroll Audit in California
A payroll audit reviews a business’s payroll records to ensure compliance with California labor laws
10 Payroll Mistakes That Can Cost Your Business (And How to Avoid Them)
Payroll management is one of the most critical functions of running a business, yet even
Types of Fiduciaries: Trustee, Power of Attorney, Guardian—What’s the Difference?
In estate planning and elder care, it's important to understand the different types of
What Is a Fiduciary and Why Do Seniors Need One?
Our financial and legal responsibilities don't go away as we age—they often become more complex.
How to Protect Your Assets from a Nursing Home with a Trust
As healthcare costs rise, more families are thinking ahead about long-term care and how it
Trust Beneficiary Rights in California: Know What You’re Owed
Managing a trust, especially after the death of a loved one, can create tension, questions,
Ensuring Accuracy in Probate, Trust, and Estate Accountings
Handling probate, trust, or estate accountings can be complex, and even minor errors can lead
Building Partnerships and Growing Together: My Journey at Smith Marion
Hi, my name is Shona Rodman, and I’m an Executive Assistant at Smith Marion.