As you age, your financial situation may change and you may have to make a decision that can be tough. But it can also be a relief to take a step back from the pressures of financial tasks so you … Read More
When someone passes away without setting up a trust or only has a will, it is sometimes difficult to determine how their property will be distributed. In California, court accounting is required by the state if the decedent’s estate falls … Read More
After a person passes away, executors and trustees take on critical responsibilities. While both titles handle the management and distribution of assets, they have different roles and responsibilities. In short, the executor is in charge of the entire estate of … Read More
At some point in your life, you may decide that you need a fiduciary to handle your affairs. This can happen at any time and any age. You are free to appoint someone you trust to fulfill this duty. Depending … Read More
When it comes to trust accounting, trustees are the people responsible for fulfilling this duty. In the Golden State, trustees are required to have an accurate account of a trust for beneficiaries yearly and if requested. Get the basics of … Read More