Learn how to support seniors’ financial success and continued independence by reading our blog articles.
Formal court accounting is an accounting performed by a court-appointed administrator or trustee. When it comes to court accounting, there are two types: informal and formal. People typically experience informal court accounting, which is an accounting performed by an executor … Read More
When a loved one passes away, they may leave behind valuable assets that they intended to distribute to beneficiaries. With a will, the creator is able to instruct an appointed executor about the distribution of those assets. However, before anything … Read More
Do you need help with your financial accounts? Is there no one you can trust to manage your finances? Depending on your situation, you may consider a private fiduciary. For some folks, it may not be clear what a private … Read More
As you make plans for the future of your estate, you will come across new terms you are not familiar with. It’s important not to get terms confused so you can create a smoother experience for yourself. Two common terms … Read More
A private fiduciary is a great option for those needing critical services. Seniors may be the top age group to hire one, but any person can benefit from professional fiduciary services. The private fiduciary is able to handle your financial … Read More