News & Articles

  • Three generations of family smile together while discussing power of attorney and conservatorship

    The Difference Between A Conservator And A Power Of Attorney

    When a loved one becomes unable to make decisions or manage their finances, it may become necessary to have someone act on their behalf. That

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  • Family discussing how to avoid probate in California

    How to Avoid Probate in California: 7 Proven Strategies

    Probate is the court-supervised process of settling a person’s estate after death. In California, probate can be time-consuming, public, and expensive, often taking 9 to

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  • Older couple meets advisor at kitchen table to review documents and plan finances for tax season

    How to Help Aging Parents Before Tax Season

    As we grow older, we become independent and learn to handle things on our own. However, in our golden years, independence becomes complicated and easy

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  • A CPA is your best option for a trust accounting and providing a reliable CPA services, which is a crucial consideraton when choosing a trustee.

    Trust Accounting: Choosing the Right Trustee

    When choosing a trustee, it is easy to trust a family member, friend, or associate with this considerable responsibility. However, trustees have obligations that go beyond being trustworthy,

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  • tax season

    2022 Tax Season Tips for Seniors

    Tax season is officially here. January 24th, 2022 marked the first day that the IRS will be receiving tax returns for 2021. With an earlier

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  • Young woman talks with older mother in bedroom about The Oldest Child Syndrome and family care

    The Oldest Child Syndrome

    Mom and Dad had a trust and they chose their oldest child, who lives three hours away, as their successor trustee. When Mom and Dad

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  • law | gavel| smith marion co cpa | legal | trust | accounting

    Inside Trustee Family Trouble with Smith Marion Co, CPA

    For over 25 years, we have been in the business of helping our clients with their financial matters. In our many years of experience, we’ve

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  • Parents and teens discuss trustee communication and a parent trust during a family meeting at home.

    3 Tips to Manage the Communication with Your Siblings When You are The Trustee of Your Parent’s Trust

    You recently found out you are the trustee of your parent’s trust. It is very likely that during the next few months you will feel extreme

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  • Advisor explains A Beginner’s Guide to Trusts and Trust Accounting during a calm office consultation

    A Beginner’s Guide to Trusts and Trust Accounting

    As people age, it’s important to consider your best options to live the rest of your life comfortably and take care of those you leave

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  • trust

    Trust Benefits for Seniors to Consider

    A trust may take effort and time to plan, but it can be worth it for individuals who are planning a will or retirement or

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