What is a Private Fiduciary in California?
A private fiduciary is a great option for those needing critical services. Seniors may be
What is the Difference Between a Trustee and Executor?
After a person passes away, executors and trustees take on critical responsibilities. While both titles
What are the Responsibilities of a Professional Fiduciary?
At some point in your life, you may decide that you need a fiduciary to
What Documents are Needed for California Trust Accounting?
When it comes to trust accounting, trustees are the people responsible for fulfilling this duty.
What Does a Financial Power of Attorney Do?
A power of attorney is a great responsibility to bestow. While there are different types
Top Scams to Look Out For in 2022
Each year people are conned into sending money or providing sensitive information that puts their
A Guide to Tax Filing for Seniors
As you age, tax season continues to be the one annual event that you spend
What is the Probate Process?
If you’ve ever written a will or begun the process, you have likely heard the
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
Trust Accounting: Am I Entitled as a Beneficiary?
When a person with a trust passes away, an appointed trustee takes over handling the
