News & Articles

  • How Do I prepare a California trust accounting

    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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  • couple dancing and discussing on how do you take care of elderly parents' finances

    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

    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

    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

    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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  • 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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  • Person reviewing finances on a laptop, learning What Are the Three Duties of a Fiduciary for better decisions

    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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