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
Tax Scams to Watch Out For Post Tax Season
Tax season is a busy time of year for adults. When it comes to your
Tax Filing for Seniors: 4 Reasons You Need Professional Services
Doing your own taxes may seem like a good idea, but if done incorrectly, you
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
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
How Soon Should I Set Up Power of Attorney in California?
A power of attorney can be set up for anyone regardless of age. However, most
When Are Beneficiaries Entitled to Distributions?
The process of creating a trust can be complicated, and the handling of assets can
