Trust account can be difficult & painful. Use our trust account resources here to help you along the process. View all of our trust account resources here.
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
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
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
As part of the estate planning process, you set up a trust to ensure assets go where you would like them to. This legal document takes time and effort to create but makes financial matters easier to understand. Trustees are … Read More
A power of attorney is a great responsibility to bestow. While there are different types of power of attorney (POA), a financial POA handles a principal’s financial affairs. Whether you are researching for yourself or someone else, it’s best to … Read More