Key California Trust Accounting Requirements
A trustee wields considerable power over a trust. However, there are mechanisms in place to
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
When Are Beneficiaries Entitled to Distributions?
The process of creating a trust can be complicated, and the handling of assets can
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
2020 Tax Changes You Need to Know About
It’s never too early to start thinking about tax season, especially when there have been
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
