At some point in your life, you may decide that you need a fiduciary to handle your affairs. This can happen at any time and any age. You are free to appoint someone you trust to fulfill this duty. Depending … 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
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