What Documents are Needed for California Trust Accounting?
When it comes to trust accounting, trustees are the people responsible for fulfilling this duty.
What Does a Financial Power of Attorney Do?
A power of attorney is a great responsibility to bestow. While there are different types
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
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
Reasons to Get Power of Attorney for a Parent with Alzheimer’s
When your aging parent begins to show signs of dementia, it can be difficult news
Thanksgiving Activities for Seniors
Thanksgiving is a time for family and friends to gather and enjoy each other’s company.
What to Do When Your Client’s Siblings Threaten a Lawsuit
When one sibling is named the trustee of their parent’s trust, it can put a
