When a parent passes away, their children are left to pick up the pieces. The last thing you want is to deal with disputes over your parent’s estate in the midst of grieving. Generally, one sibling is named the trustee … Read More
If you’re the trustee of an estate, your role is an important one. As trustee, you must perform a number of important duties and responsibilities. One of the most crucial responsibilities is your legal duty to provide an accounting to … Read More
As seniors age, they will likely begin having difficulties managing their finances, including day-to-day financial affairs. As bills and important paperwork piles up, it’s easy for seniors to become overwhelmed and confused. They also become more vulnerable to elder abuse … Read More
Named in a private agreement or appointed by the court, a fiduciary is someone who assumes responsibility for someone else’s financial affairs when they have died or become incapacitated. Often a family member or close friend will assume the role. … Read More
It’s never too early to start thinking about tax season, especially when there have been changes that may affect you. The 2018 tax reform law changed tax rates and deductions, with most of the changes taking effect last year for … Read More