Tom LaVoie
Preparing for a California Conservatorship Hearing Paperwork & Courtroom Etiquette (2025 Update)
A smooth first hearing starts weeks before you step into the courthouse. Use this guide...
Annual Reporting Requirements for Conservators Checklist & Deadlines (California 2025)
Your authority comes with paperwork. Here’s the at-a-glance calendar—and the exact forms—you’ll need to keep...
What to Bring to Your First Meeting with a Fiduciary
Arrive prepared so you can spend the appointment discussing goals—not hunting for paperwork. Why preparation...
How Professional Fiduciary Fees Are Calculated (and Court-Approved) – California 2025 Guide
Demystifying the dollars so families can budget confidently, and trustees can stay compliant. 1 | Why fee...
Estate Planning Essentials for LGBTQ+ Couples in 2025
How to keep the people you love—and the assets you’ve worked for—secure in a fast-changing...
7 Common Mistakes Trustees Make—And How a Professional Fiduciary Helps You Avoid Them
Serving as a trustee looks simple—until the calendar reminders, tax notices, and sibling texts start...
Planning for Your Pets: Understanding Pet and Animal Trusts
Protect Your Beloved Companions Even When You’re No Longer There For many people, pets are...
Neutral Administration of the Estate or Trust
In high-conflict situations, family-appointed trustees or executors may be: Accused of favoritism Pressured by one...
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