Many parents need help with their finances as they age, but they rarely reach out and ask for help. Still, you should stay vigilant and willing to help them or take control of the situation. Many people ask, How do … Read More
It is never easy to relinquish autonomy. However, as we age, this is inevitable. While your parent may resist the notion of a power of attorney (POA) for their finances, this is often essential to their wellbeing, and it can … 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
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