Can a Trustee Withdraw Money From an Irrevocable Trust?
Yes, a trustee can withdraw money from an irrevocable trust, but only to pay for
What Documents are Needed for California Trust Accounting?
When it comes to trust accounting, trustees are the people responsible for fulfilling this duty.
Tax Scams to Watch Out For Post Tax Season
Tax season is a busy time of year for adults. When it comes to your
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
Senior Financial Management Resolutions for 2022
When the new year begins, folks make an effort to ditch bad habits and form
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
Senior-Friendly Activities for the Holidays
The holiday season is in full swing. It’s a time to be around loved ones
