Key California Trust Accounting Requirements
A trustee wields considerable power over a trust. However, there are mechanisms in place to
How to Set Up a Living Trust in California
Living trusts, or revocable trust, are a great option for folks who want to distribute
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
4 Things the Court Pays Attention to in a Court Accounting
If you are the executor of someone’s will, it is your responsibility to settle their
How to File the Final Tax Return After Someone Dies
Taxes are not likely to be the first thing that comes to mind when someone
What Is Unclaimed Property?
If you’ve recently stepped in to help manage your elderly parents’ finances, make sure you
How to Reduce Scammer and Spam Calls
Every year, thousands of people lose money to telephone scams — and the number is
What Types of Trustees Are There?
If you are thinking about setting up a trust or making gifts in trust, you
New Scam Alert: Attacking Los Angeles
In the digital age, phone scams are becoming increasingly more common. Especially around tax season,
How We Helped an Attorney Win Their Clients Estate Back
Estate law attorneys help their clients determine the specific distribution of their estate. They also
