Learn how to support seniors’ financial success and continued independence by reading our blog articles.
So, your parent is squandering their estate on lavish gifts or questionable purchases. Watching a beloved parent make questionable financial decisions can be heart-wrenching. Because when they give away their money and property, they aren’t just forfeiting material assets; they’re … Read More
If you’ve created a trust as part of your estate plan, you have taken a crucial step in protecting your assets and providing for those you love the most when you are no longer around to do so. Trusts are … Read More
Trust accounting in California is the probate-mandated bookkeeping required for trust accounts that encompasses the process of managing and reporting a trust’s finances. It ensures a trustee is following trust terms, upholding their fiduciary duty, and administering the trust properly. … Read More
So, you are creating a will and devising an estate plan that will cement your legacy and ensure your loved ones are taken care of when you are no longer around to do so. However, during that process, you are … Read More
A trust is the culmination of a person’s life and legacy, and in many ways, a trust accounting is the continuation of that story. An accounting is an essential form of protection for beneficiaries and trustees alike, and in California, … Read More