Key California Trust Accounting Requirements
A trustee wields considerable power over a trust. However, there are mechanisms in place to
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 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
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
