News & Articles

  • Ensuring Accuracy in Probate, Trust, and Estate Accountings

    Handling probate, trust, or estate accountings can be complex, and even minor errors can lead to legal disputes or court rejections. Learn how proper court

  • Several generations of a family coming together and smiling because their loved one learned what happens to a bank account when someone dies without a will in California and planned accordingly.

    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 process even more complicated. If someone dies without a will,

  • Several generations of a family who can smile knowing their financial future is taken care of because their loved one learned the answer to: What is the final accounting of an estate?

    What is the Final Accounting of an Estate?

    So, you were named the executor of a loved one’s estate in their will, which is a great honor and signals the utmost belief in

  • A senior and their happy family member after they learned the answer to the question, Can a trustee withdraw money from an irrevocable trust?

    Can a Trustee Withdraw Money From an Irrevocable Trust?

    Yes, a trustee can withdraw money from an irrevocable trust, but only to pay for third-party expenses and not for personal reasons. This is because

  • Building Partnerships and Growing Together- My Journey at Smith Marion

    Building Partnerships and Growing Together: My Journey at Smith Marion

    Hi, my name is Shona Rodman, and I’m an Executive Assistant at Smith Marion. I joined the firm in 2020, right in the middle

  • Meet the Experts- Marcia Campbell

    Meet the Experts: Marcia Campbell

    Hi, I'm Marcia Campbell, and I'm a CPA. I've been doing this for a long time and love it. But let me tell you,

  • Meeting the experts: Hannah Baldwin

    My Growth at Smith Marion Hello, I'm Hannah Baldwin, and I've proudly been with Smith Marion since 2013. I am the Director of

  • A woman smiling and talking to someone, explaining the answer to the question, What is Trust Accounting for a Trust?

    What is Trust Accounting for a Trust?

    Trust accounting in California is the probate-mandated bookkeeping required for trust accounts that encompasses the process of managing and reporting a trust’s finances. It ensures

  • Trust Accounting- Expert Guidance for Smooth Settlements

    Trust Accounting: Expert Guidance for Smooth Settlements

    When dealing with trust, estate, or probate accountings, it is crucial to follow the correct processes to ensure transparency and avoid disputes. My

  • A senior woman hugging her son after creating her estate plan and answering the question, How to find an executor for my will in California?

    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 legacy and ensure your loved ones are taken care of

  • Meeting the Experts- Peter Wesch

    Meeting the Experts: Peter Wesch

    I'm Pete Wesch, a shareholder and the tax principal at Smith Marion & Company, where I've proudly served for 17 years. Our firm

  • Listening and Learning for Client Success

    Listening and Learning for Client Success

    At Smith Marion, we understand that value comes from a deep understanding of our clients' needs. Hannah Baldwin, the Director of Consulting Advisory

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