What is Trust Accounting for a Trust?
Trust accounting in California is the probate-mandated bookkeeping required for trust accounts that encompasses the
What is the Difference Between a Trustee and Executor?
After a person passes away, executors and trustees take on critical responsibilities. While both titles
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
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
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
What Types of Trustees Are There?
If you are thinking about setting up a trust or making gifts in trust, you
Tax Change Explained: Miscellaneous Deductions on a Schedule A
One of the most significant changes brought about by the Tax Cuts and Jobs Act
Living Trust: What is it and Why Do I Need It?
We’ve heard it for years – the only sure things in life are death and
Can I Get an Extension on my Tax Deadline?
Need some more time to get that 1040 filled out and signed? There are certain
