News & Articles

  • How Smith Marion Co, CPA Can Help You Retire by the End of 2020

    How Smith Marion Co, CPA Can Help You Retire by the End of 2020

    If you’re hoping to retire soon, you need a plan and a partner. Going into retirement unprepared, can have damaging effects on the retiree’s health,

    Read More ...

  • What Should I Do If a Trustee is Mismanaging a Trust?

    What Should I Do If a Trustee is Mismanaging a Trust?

    As much as you may think you can trust someone, you always want to be careful, especially when it comes to taking care of precious

    Read More ...

  • Seniors clap and smile around a table, enjoying top holiday activities for seniors this year

    Top Holiday Activities for Seniors to Try this Year

    The holidays are upon us, which is the high tide of family togetherness every year. While having more active celebrations with friends and family is

    Read More ...

  • A senior sitting and making the most of retirement after their child learned how to get a power of attorney for a parent to help them manage the finances that were holding them back from making their golden years as fulfilling as possible!

    How to Get a Power of Attorney for a Parent in California

    As an adult, you want to do everything you can to maintain your parents’ well-being. But as your parents age, their financial and legal situation

    Read More ...

  • Multigenerational family smiling together, reflecting eldercare support and planning in Riverside

    4 Benefits of Eldercare Services & Financial Management in Riverside

    As you age, eldercare services and financial management become more important. Give yourself and your parents peace of mind by taking extra measures to ensure

    Read More ...

  • Multigenerational family smiles outdoors, illustrating beneficiaries and family support

    When Are Beneficiaries Entitled to Distributions?

    The process of creating a trust can be complicated, and the handling of assets can be just as difficult unless you know what to expect.

    Read More ...

  • The Difference Between a Private and Professional Fiduciary

    The Difference Between a Private and Professional Fiduciary

    Named in a private agreement or appointed by the court, a fiduciary is someone who assumes responsibility for someone else’s financial affairs when they have

    Read More ...

  • Advisor meets older couple at home, explaining reasons for a private fiduciary in California

    Reasons for a Private Fiduciary in California

    Do you need help with your financial accounts? Is there no one you can trust to manage your finances? Depending on your situation, you may

    Read More ...

  • A senior couple struggling with their finances who need trustee services in california

    How Do Trustee Services in California Help Seniors Manage Assets?

    parents are no longer able to manage their finances and assets? Eventually, time catches up to everyone, and with age, finances become increasingly difficult to

    Read More ...

  • Advisor reviews papers with older couple, illustrating the benefits of creating a trust at home

    The Benefits of Creating a Trust

    Whether you’re getting an early start on your estate planning or have been procrastinating, creating a trust could give you a little more peace of

    Read More ...