News & Articles
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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Who Is Considered a Fiduciary?
Who Is Considered a Fiduciary? If you’re managing money for a California senior as a local resident, out-of-state adult child, or trusted family member in
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What Are Fiduciaries Not Allowed To Do?
What Are Fiduciaries Not Allowed To Do? If you are a California senior, an adult child helping a parent from another state, or a family
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What Are Fiduciary Services
What Are Fiduciary Services? Unfamiliar with terms like trustee, executor, or power of attorney? Many California seniors and their families feel the same uncertainty, especially
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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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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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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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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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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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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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