News & Articles
Signs My Aging Parents Can No Longer Manage Their Finances
Starting at the age 60, studies have shown people may begin experiencing a decrease in their financial literacy score by one point per year. From
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Trustee Services in California: Managing Finances for a Parent with Dementia
When your parent has dementia, it can be difficult to discuss, but you owe it to them to get them the help they need. When
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Trust Accounting 101: How Do I Prepare a California Trust Accounting?
Trust Accounting 101: How Do I Prepare a California Trust Accounting? A California trust accounting is an important form of protection that offers a window for
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How Do You Take Care of Elderly Parents’ Finances in California, Pt. I?
So your parents are aging and preparing to relax and enjoy retirement. But that doesn’t mean their finances will follow suit. As your parents enter
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How Do You Take Care of Elderly Parents’ Finances in California, Pt. II?
As your parents begin to age, remember that we all eventually need help with maintaining our financial well-being. Still, it is normal to ask, ‘How
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How Trusts for Elderly Parents Help Manage Their Finances
Taking control of elderly parents’ finances is complicated, to say the least. From ensuring they maintain eligibility for benefits and long-term care to generating income
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How Can I Protect My Elderly Parents from Scams and Fraud?
Are you worried your parents may be vulnerable to scams and fraud? Or maybe your parents have already fallen victim, and you want to make
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How a Probate Court Accounting in California Helps in Court
Are you a beneficiary who is contemplating suing a trustee or a lawyer representing a beneficiary filing a suit against a trustee? If so, you
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Debunking Common Trust Accounting Myths
Throughout history, we have used myths to explain the unexplainable. Without the help of modern science, it would be impossible to answer questions like where
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Common Trust Accounting Mistakes to Avoid
Trust accounting is an essential form of protection for beneficiaries and trustees alike. Working with an expert in probate accounting like Smith Marion & Co. ensures you
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