News & Articles

  • Daughter hugs her mother on sofa, showing what to consider before moving your aging parents at home.

    What To Consider Before Moving Your Aging Parents

    Parents spend a large portion of their lives looking out for their kids. Even as they enter adulthood, many parents are still a huge source

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  • A professional fiduciary shaking hands

    What are the Responsibilities of a Professional Fiduciary?

    At some point in your life, you may decide that you need a fiduciary to handle your affairs. This can happen at any time and

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  • How To Decide Who Will Take Care Of Aging Parents

    How To Decide Who Will Take Care Of Aging Parents

    Taking care of your aging parents is a big responsibility, and is a subject that deserves a lot of time and consideration. Not only will

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  • The Steps to Take After a Trust’s Final Accounting

    The Steps to Take After a Trust’s Final Accounting

    The time has come to follow through with your duties as a trustee. In the coming weeks, you will need to distribute the final income

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  • A hand over another offering some support, which is a fitting metaphor for the answer to the question, How do you talk to an aging parent about finances?

    How Do You Talk to an Aging Parent About Finances, Pt. II?

    When the time has come to have a difficult conversation with a parent about their finances, tact is essential. If this conversation is difficult for

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  • Elder Care Accounting Services

    Elder Care Accounting Services: What You Should Know

    As you age, your financial situation may change and you may have to make a decision that can be tough. But it can also be

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  • Senior couple reviews papers and laptop while transitioning your elderly parents’ finances at home

    Everything You Need To Know About Transitioning Your Elderly Parents’ Finances

    One day, there will come a time when your aging loved one or parent can no longer take care of things they once did. This

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  • How Smith Marion Co, CPA Can Help You Retire by the End of 2020

    How Marcia L. Campbell, CPA Can Help You Retire by the End of 2020

    If you’re hoping to retire soon, you need a plan and a partner. Going into retirement unprepared, can have damaging effects on the retiree’s health,

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  • What Should I Do If a Trustee is Mismanaging a Trust?

    What Should I Do If a Trustee is Mismanaging a Trust?

    As much as you may think you can trust someone, you always want to be careful, especially when it comes to taking care of precious

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  • Seniors clap and smile around a table, enjoying top holiday activities for seniors this year

    Top Holiday Activities for Seniors to Try this Year

    The holidays are upon us, which is the high tide of family togetherness every year. While having more active celebrations with friends and family is

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