News & Articles

  • Why Every Nonprofit Needs Succession Planning (and Where to Start)

    Nonprofits depend on people—not products—to deliver on their mission. But far too many organizations assume key leaders will “always be there,” or that if someone

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  • trust accounting expert explaining the question Can a trustee be a beneficiary of a trust?

    Can a Trustee Also Be a Beneficiary of a Trust?

    Can a Trustee Also Be a Beneficiary of a Trust? Yes, this is common in family trusts. What matters is how the trustee handles

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  • Moving Away from Dated Strategic Planning Practices: Why 40-Page Plans Don’t Work—and What to Use Instead

    For decades, strategic planning meant spending months drafting a thick, binder-worthy document that ended up buried on a shelf. If you lead a small to

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  • helping client organize estate planning checklist with Smith Marion

    Estate Planning Checklist: A Step-by-Step Guide to Protect Your Legacy

    Estate Planning Checklist: A Step-by-Step Guide to Protect Your Legacy Estate planning is one of the most important steps to secure your family’s future,

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  • Senior meeting with an advisor about requesting a trust accounting in California

    What to Do When a Trustee Refuses to Give an Accounting (California)

    What to Do When a Trustee Refuses to Give an Accounting (California) Yes, trustees generally must give beneficiaries a clear, written accounting. If a

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  • Grandfather, father, and young child relaxing on a couch—family planning for the future and thinking about what to put in a trust.

    What to Put in a Trust: The Best Assets for Protecting Your Legacy

    What to Put in a Trust: The Best Assets for Protecting Your Legacy When you set up a trust, you're taking one of the

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  • Elevate Your Business with Smart Planning Board Meetings

    Elevate Your Business with Smart Planning Board Meetings

    Why do planning board meetings drive business growth? Planning board meetings can be a game-changer for your business, especially if you need help with accounting,

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  • CPA reviewing financial reports and advising client on tax strategies

    Transform Your Finances with a Reliable CPA in Inland Empire

    Why a CPA firm is your trusted financial partner When you need expert support for accounting, tax preparation, payroll, or outsourced CFO services, a

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  • What Are My Rights as a Beneficiary of a Trust in California?

    What Are My Rights as a Beneficiary of a Trust in California? What are my rights as a beneficiary of a trust? If you’ve

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  • Close-up of a caregiver holding an older adult’s hand, showing trust and care from a professional fiduciary in California.

    How a Professional Fiduciary Helps Protect Seniors from Financial Exploitation

    As people age, they often need extra help managing finances, medical decisions, and long-term plans. That support must be based on trust—and the legal

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