Learn how to support seniors’ financial success and continued independence by reading our blog articles.
Losing a loved one is overwhelming, and dealing with their financial affairs can make the
So, you were named the executor of a loved one’s estate in their will, which
Yes, a trustee can withdraw money from an irrevocable trust, but only to pay for
Trust accounting in California is the probate-mandated bookkeeping required for trust accounts that encompasses the
So, you are creating a will and devising an estate plan that will cement your
At Marcia L. Campbell, CPA, we are a military family and understand the sacrifice you
Trust accounting is an essential form of protection for beneficiaries and trustees alike. Working with
Trust accounting is an essential component of managing a trust that keeps beneficiaries in the
With age comes changes that impact all aspects of life, including tax obligations. However, these
Life is a road with unforeseeable twists, turns, obstacles, and detours that children are ill-equipped
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