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
Trust Accounting: Am I Entitled as a Beneficiary?
When a person with a trust passes away, an appointed trustee takes over handling the
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
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.
