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
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
Senior-Friendly Activity Ideas for Winter
In the colder months, people often prefer to stay indoors and bask in the warmth
Senior Financial Management Resolutions for 2022
When the new year begins, folks make an effort to ditch bad habits and form
Trust Accounting: Am I Entitled as a Beneficiary?
When a person with a trust passes away, an appointed trustee takes over handling the
When Are Beneficiaries Entitled to Distributions?
The process of creating a trust can be complicated, and the handling of assets can
Senior-Friendly Activities for the Holidays
The holiday season is in full swing. It’s a time to be around loved ones
