What is the Probate Process?
If you’ve ever written a will or begun the process, you have likely heard the
Trust Accounting: Am I Entitled as a Beneficiary?
When a person with a trust passes away, an appointed trustee takes over handling the
Senior-Friendly Activities for the Holidays
The holiday season is in full swing. It’s a time to be around loved ones
Reasons to Get Power of Attorney for a Parent with Alzheimer’s
When your aging parent begins to show signs of dementia, it can be difficult news
Why You Need A CPA That Can Help Through Every Stage of Life
As we age and go through different life stages, certain complexities often present new financial
Who Can I Name as Executor When I Have No Family or Friends I Trust?
Selecting an executor can be very overwhelming when you don’t have many suitable choices. An
3 Steps to Take Before Hiring a Professional Fiduciary
As seniors age and lose the ability to properly manage their financial affairs, it is
What to Expect When Taking Over Your Elderly Parent’s Responsibilities
Helping mom or dad with finances brings plenty of emotions to the surface. They may
What Types of Assets Are Subject to Probate?
The probate process is the judicial process in which a will or living trust is
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.
