News & Articles

  • A family that is happy because everyone understands the role of an estate administrator vs. executor and they worked with a professional.

    Estate Administrator vs. Executor: What’s the Difference?

    When a loved one passes away, navigating the legal and financial maze of settling their estate can be overwhelming. Whether someone has named you

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  • A senior woman hugging her son after creating her estate plan and answering the question, How to find an executor for my will in California?

    How to Find an Executor for My Will in California

    So, you are creating a will and devising an estate plan that will cement your legacy and ensure your loved ones are taken care

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  • california court accounting

    California Court Accounting: What is Included?

    When someone passes away without setting up a trust or only has a will, it is sometimes difficult to determine how their property will

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  • how long does it take to receive inheritance from a will

    How Long Does It Take to Receive Your Inheritance from a Will in California?

    Losing a loved one is never easy, and the process of settling their estate can be overwhelming, especially when it comes to receiving your

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  • trust accounting uncovers misappropriation of funds

    How a Trust Accounting Can Uncover a Misappropriation of Funds

    When someone becomes a successor trustee, they gain substantial power over a trust and its assets. Unfortunately, for some trustees, the temptation to use

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  • Setting Up a Trust in California to Help Your Senior Parents

    Setting Up a Trust in California to Help Your Senior Parents

    As your parents age and retirement looms, they need help maintaining their independence and ensuring they are taken care of. Even though they may

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  • A living trust document, which is often a key part of answering the question, What's the difference between a disbursement and distribution?

    Disbursement vs. Distribution: What’s the Difference Between a Disbursement and Distribution?

    So, you just lost a loved one, and now you’re drowning in paperwork, bombarded with legalese, and worried about where the money’s going. Dealing

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  • A happy family sitting on a beach with peace of mind after finding out what happens to a trust when the trustee dies and how a professional can help ease that process.

    What Happens to a Trust When the Trustee Dies in California?

    A trustee passing away can have different outcomes for the estate. If the trust is revocable and the trustee is also the grantor (i.e.,

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  • Happy seniors after their kids hired a private fiduciary for the elderly to help manage their finances. Elder care services with Marcia Campbell.

    Private Fiduciary for the Elderly: How They Work

    As we get older, managing our finances becomes more of a challenge, but this is no excuse not to stay on top of financial

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  • Two seniors going over their finances and struggling, a sign that they may need the help of daily money managers for seniors.

    Elder Care Financial Services: What Are Daily Money Managers for Seniors?

    Are your parents having trouble keeping track of financial documents or remembering to pay bills? Is writing checks or going to the bank becoming

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