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
Tax season is a busy time of year for adults. When it comes to your finances, you want to be certain that you are filing your taxes each year and correctly. Throughout tax season, you may have received notifications or … Read More
Tax season is officially here. January 24th, 2022 marked the first day that the IRS will be receiving tax returns for 2021. With an earlier start date than last year, eager folks are beginning to prepare their tax returns sooner … Read More
A power of attorney can be set up for anyone regardless of age. However, most conversations about assigning a power of attorney happen in the sunset stage of life. If you are considering this option for yourself now or in … Read More