When a person with a trust passes away, an appointed trustee takes over handling the deceased’s affairs, such as distribution of assets. The trustee has an obligation to do right by the beneficiaries by fulfilling the trustee’s role as the … Read More
When your aging parent begins to show signs of dementia, it can be difficult news to handle. Adult children often struggle with what to do next; in addition to parental care, questions arise over creating a trust or appointing a … Read More
As we age and go through different life stages, certain complexities often present new financial challenges. You may find that you need support in managing your finances or assets as you transition jobs. Maybe your aging parents need you to … Read More
It can be difficult to know how your aging parents are really doing when you live far away. It’s very stressful not knowing if their health is declining or if they are having a hard time managing their finances. You … Read More
If you are the personal representative or executor of a deceased person’s estate, an important part of your role is to provide court accounting. Court accounting, also referred to as probate accounting, is a financial record of the transactions of … Read More