Many different kinds of trusts exist, but they fall under two categories: revocable trusts and irrevocable trusts. Understanding the difference between the two is crucial to trust accounting in California. Generally, the difference is simple – grantors can change the … Read More
Trust accounting in California is an essential protection for beneficiaries that ensures the trustee is administering the trust per the probate code and the terms of the trust document. But even when a trustee prepares an accounting, it can still … Read More
When a loved one passes away, they may leave behind valuable assets that they intended to distribute to beneficiaries. With a will, the creator is able to instruct an appointed executor about the distribution of those assets. However, before anything … 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
If your parents have reached an age where they need help with their finances, you may have already stepped in to help. If not, it’s important that you sit down with them and discuss their financial health. Find out if … Read More