News & Articles

  • 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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  • A trust accountant in a jacket and white shirt preparing an accurate trust accounting in California for a trustee.

    What is the Penalty for an Inaccurate Trust Accounting?

    Trust accounting in California is an essential form of transparency and, ultimately, protection for beneficiaries. Legally, trustees must provide beneficiaries with this financial statement

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  • A distressed senior realizing they got scammed, prompting their child to search, What to do if my parents got scammed.

    What to Do if My Parents Got Scammed?

    Scammers prey on some of the most vulnerable people in our society, and seniors are prime targets because they are often in a state

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  • A woman pocketing money from a trust she is serving as the trustee for, a common example of trust embezzlement.

    How a Trust Accounting Can Uncover Trust Embezzlement

    Trusts are a popular way for people to leave behind inheritances for their loved ones and take care of them when they are no

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