News & Articles
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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The Duties of a Trustee
Being appointed a trustee is a big responsibility that comes with a list of obligations. As a trustee, you’re required to manage the assets of
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Key California Trust Accounting Requirements
A trustee wields considerable power over a trust. However, there are mechanisms in place to ensure a trustee is adhering to the law and complying
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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
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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 Are the Three Duties of a Fiduciary?
What Are the Three Duties of a Fiduciary? If you are a California senior, an adult child helping a parent from another state, or a
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