What Happens to a Bank Account When Someone Dies Without a Will in California?
Losing a loved one is overwhelming, and dealing with their financial affairs can make the
What is the Final Accounting of an Estate?
So, you were named the executor of a loved one’s estate in their will, which
Can a Trustee Withdraw Money From an Irrevocable Trust?
Yes, a trustee can withdraw money from an irrevocable trust, but only to pay for
What is Trust Accounting for a Trust?
Trust accounting in California is the probate-mandated bookkeeping required for trust accounts that encompasses the
How to Find an Executor for My Will in California
So, you are creating a will and devising an estate plan that will cement your
Marcia L. Campbell, CPA: Reflections from a Military Veteran on What it Means to Serve
At Marcia L. Campbell, CPA, we are a military family and understand the sacrifice you
Common Trust Accounting Mistakes to Avoid
Trust accounting is an essential form of protection for beneficiaries and trustees alike. Working with
Trust Accounting Basics and Tips for New Trustees
Trust accounting is an essential component of managing a trust that keeps beneficiaries in the
Tax Filing for Seniors: Common Tax Mistakes to Avoid
With age comes changes that impact all aspects of life, including tax obligations. However, these
What is Probate Guardianship in California?
Life is a road with unforeseeable twists, turns, obstacles, and detours that children are ill-equipped
