In estate planning and elder care, it's important to understand the different types of fiduciaries—who they are, what they do, and when they are

Our financial and legal responsibilities don't go away as we age—they often become more complex. From managing retirement accounts and real estate to ensuring bills

Planning ahead created peace of mind. As of April 1, 2025, California raised the estate value threshold for residents needing a trust. You no longer

As healthcare costs rise, more families are thinking ahead about long-term care and how it might impact their financial security. Nursing home expenses can be

Managing a trust, especially after the death of a loved one, can create tension, questions, and confusion. Trust beneficiary rights in California are often misunderstood,

Handling probate, trust, or estate accountings can be complex, and even minor errors can lead to legal disputes or court rejections. Learn how proper court

Hi, my name is Shona Rodman, and I’m an Executive Assistant at Smith Marion. I joined the firm in 2020, right in the middle

Hi, I'm Marcia Campbell, and I'm a CPA. I've been doing this for a long time and love it. But let me tell you,

My Growth at Smith Marion Hello, I'm Hannah Baldwin, and I've proudly been with Smith Marion since 2013. I am the Director of

When dealing with trust, estate, or probate accountings, it is crucial to follow the correct processes to ensure transparency and avoid disputes. My

I'm Pete Wesch, a shareholder and the tax principal at Smith Marion & Company, where I've proudly served for 17 years. Our firm

At Smith Marion, we understand that value comes from a deep understanding of our clients' needs. Hannah Baldwin, the Director of Consulting Advisory