Learn how to support seniors’ financial success and continued independence by reading our blog articles.
What Is a Misappropriation of Funds?
When someone is appointed the trustee, it signals a great deal of confidence in their
Can You Waive a Trust Accounting in California?
Trust administration is an incredibly time-consuming, costly, and emotionally exhausting process. Especially in the instance
What is a California Special Needs Trust?
If you have a special needs loved one, you want to ensure they have all
How Long Does It Take to Distribute Trust Assets?
Typically, distribution of trust assets will take 12-18 months for a beneficiary to receive trust
Complete Guide to the Final Distribution of Estate Assets
Closing an estate is a complex, emotionally charged situation and having to navigate the probate
What are the Different Types of Trusts?
Trusts are a great option for you to control your assets, bypass probate, and distribute
Special Needs Trusts: Consider These Things
If you’re a parent of a special needs child, you want to be sure that
How to Set Up a Living Trust in California
Living trusts, or revocable trust, are a great option for folks who want to distribute
Does a Living Trust Go Through Probate?
When it comes to the distribution of assets, a trust is a good option to
The Benefits of Hiring a Private Fiduciary
A private fiduciary is a licensed professional hired to manage your trust when you become
