News & Articles

  • An Accountant working with an attorney and conducting a probate court accounting in California

    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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  • A trustee working with a CPA to perform a trust accounting, both business attire and explaining

    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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  • A specialist CPA in glasses with long curly hair preparing an accurate and compliant California trust accounting for a trustee

    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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  • The Benefits of Daily Money Management

    Elder Care Financial Services: The Benefits of Daily Money Management

    Perhaps you see piles of unopened envelopes and concerning notices when you visit your parents, or maybe they are struggling with simple math and writing

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  • what makes a good auditor: a professional auditor writing a comprehensive audit report for a nonprofit organization's financial review

    What Makes a Good Auditor?

    What Makes a Good Auditor: The Qualities Every Nonprofit Should Look For When your nonprofit prepares for an audit, you need more than someone who

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  • Team reviewing charts during a strategy session—strategic planning for nonprofits.

    Strategic Planning That Makes Audits Easier

    Strategic Planning for Nonprofits That Makes Audits Easier A two-page plan, quarterly reviews, and one clear owner per process Strategic planning is more than

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  • Grandfather reading with a child on a porch swing, symbolizing legacy and estate planning

    What is included in an estate inventory?

    What is included in an estate inventory? An estate inventory is a detailed list of the person's possessions and their value at the time

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  • Family meeting with an advisor reviewing California trust documents and beneficiary rights

    Does a Beneficiary Have a Right to See the Trust in California?

    Does a Beneficiary Have a Right to See the Trust in California? Yes, but timing and status matter. In California, beneficiaries (and even certain

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  • Nonprofit board in a meeting discussing audit pitfalls nonprofits, with leaders reviewing controls and documents.

    Top 3 Audit Pitfalls Nonprofits Should Avoid

    3 Audit Pitfalls Nonprofits Should Avoid Preparing for an audit isn't just about closing your books once a year. It's about cultivating healthy, sustainable

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  • california private fiduciary

    What is a Private Fiduciary in California?

    A private fiduciary is a great option for those needing critical services. Seniors may be the top age group to hire one, but any

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