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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
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
Trusts are a popular way for people to leave behind inheritances for their loved ones and take care of them when they are no longer around to do so. However, for trusts to be effective, having a trustworthy trustee at … Read More
When someone becomes a successor trustee, they gain substantial power over a trust and its assets. Unfortunately, for some trustees, the temptation to use trust assets for their own benefit is too great. When they do, it can have enormous … Read More