AB 2016: California’s New Era of Small Estate Simplification
For years, families with modest estates have faced extensive delays and mounting legal costs simply to transfer a loved one’s assets following their passing. In
Jared OngMay 8, 2025
Read More »
9 Ways Fiduciaries Can Build a Strong Financial Future for Clients with Limited Means
Whether you’re overseeing the financial well-being of a beneficiary, a senior, or someone with special needs, crafting a solid financial plan requires a strategic approach—one
Jeremy LauFebruary 18, 2025
Navigating Reporting Requirements for Social Security Income: A Guide for Fiduciaries and Guardians
Social Security benefits are a vital form of financial support for many individuals, including minors and adults that have a guardian or conservator. These benefits
Kellie CollierFebruary 8, 2025
Form 56: Notice Concerning Fiduciary Relationship
Professional fiduciaries play a vital role in managing the affairs of individuals who may be unable to do it themselves. Whether it’s overseeing an estate,
Jared OngJuly 10, 2024
Decoding the Uniform Prudent Investor Act (UPIA)
What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or for their families, usually with
Jared OngJanuary 24, 2024
Client-Fiduciary Relationship: Building Effective Communication Strategies
As a fiduciary, one of the most crucial aspects of your role is establishing and maintaining effective communication with your clients and the trust beneficiaries.
Kellie CollierJanuary 17, 2024