******Please note that we are not attorneys******

We provide general information from what we have experienced to help people avoid pitfalls.  ALWAYS consult an attorney for legal matters. You will occasionally see "FOP," which means "From Our Practice."  It will be key notes or true stories that have happened during the many years of our accounting and fiduciary experiences. Please also note that we use the term “trustee” to cover trustees, estate administrators, conservators, and guardians for ease of reading the blog posts. Unless otherwise noted, all comments apply to all types.