Client

The main difference between a revocable trust vs an irrevocable trust lies in the ability

When a person dies without a will or trust, their estate enters the Probate Process

When a loved one passes away, they may leave behind valuable assets that they intended

When it comes to the distribution of assets, a trust is a good option to ensure that

Living trusts, or revocable trust, are a great option for folks who want to distribute

If you feel blindsided by a trust litigation attorney requesting or objecting to a trust

Creating the life you want to live requires a little help, especially in retirement, which

Being appointed a trustee is a big responsibility that comes with a list of obligations.

A trustee wields considerable power over a trust. However, there are mechanisms in place to

One of the most important responsibilities of a nonprofit board is supporting and evaluating the

In estate planning and elder care, it's important to understand the different types of

Our financial and legal responsibilities don't go away as we age—they often become more complex.

As healthcare costs rise, more families are thinking ahead about long-term care and how it

Managing a trust, especially after the death of a loved one, can create tension, questions,

Hi, my name is Shona Rodman, and I’m an Executive Assistant at Smith Marion.

Hi, I'm Marcia Campbell, and I'm a CPA. I've been doing this for a

My Growth at Smith Marion Hello, I'm Hannah Baldwin, and I've proudly been

Peter Wesch, EA I'm Peter Wesch, a shareholder and the tax principal at

As the year 2023 draws to a close, businesses across various industries are gearing up

Strategic planning is a critical process for Housing Authorities seeking to achieve long-term goals and

Time is a finite resource, and making the most of it is essential for productivity

For nonprofit organizations, effective board meetings are key to informed decision making and sound governance.

Nonprofit organizations rely heavily on their boards of directors to provide strategic direction, governance, and

Nonprofit board retreats are opportunities for board members to step away from their regular

Artificial Intelligence (AI) has proven to be a transformative force in various industries, and

Employee engagement is a crucial component of any successful Housing Authority. Engaged employees are more

CFOs play a pivotal role in financial stability, transparency, and reporting requirements for their nonprofit

Smith Marion, a reputed accounting firm with a solid track record in assisting a diverse

The concept of affordable housing is more than just providing shelter to those with limited

Affordable housing is not merely a shelter; it is a cornerstone of healthy communities and

Hurricane Hilary in California: Impacts on Low-Income Communities Economic, Housing, and Social Vulnerabilities Exposed by

HUD Expands Moving to Work Program: Opportunities for Public Housing Agencies Flexibility, Innovation, and Impact:

Missed our last Article? Click here to read about Unleashing the Power Within: How Balanced

Missed our last Article? Click here to read about Paving the Path to a Seamless

Harnessing Feedback to Strengthen Board Collaboration and Drive Success   Building strong relationships within a

Cole Monroe, MA, CPA Senior Manager Hiring an exceptional Executive Director is crucial for the

Key Retirement & Succession Planning Tips for Housing Authorities   This article, Retirement & Succession

Boost Employee Motivation with Balanced Scorecards – Smith Marion Employee motivation is a key driver