Bringing Order to Life’s Transitions

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About Nancy F. Thornton CPA, CLPF

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So far Nancy F. Thornton CPA, CLPF has created 2 blog entries.

Ten Tips to Help You Reduce the Risk of Becoming the Next Victim of Financial Elder Abuse

Provided by: Paul Greenwood, Deputy District Attorney San Diego District Attorney’s Office, Head of Elder Abuse Prosecution 1. Choose a Caregiver with Caution Do not assume that by hiring a caregiver through a bonded agency you are guaranteed to get someone who has been checked. There is no current law requiring mandatory background checks for [...]

By |2022-09-20T18:44:52-07:00August 19th, 2022|Resources|0 Comments

Factors to Consider When Selecting a Successor Trustee

One of the most important decisions you will make in executing a successful estate plan is the selection of a successor trustee. The successor trustee is the person or institution that is legally obliged to carry out your wishes when you are no longer able to do so. The responsibilities are often sensitive, complex and [...]

By |2022-09-20T18:48:26-07:00August 17th, 2022|Trustee|0 Comments
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