News & Articles

  • A smiling girl in a blue shirt holding hands with the person appointed with guardianship of the estate and trust accounting.

    Trust Accounting: What is Guardianship of the Estate?

    When a child inherits significant assets, they often lack the maturity to manage them responsibly. A guardianship of the estate is a legal tool

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  • can-i-get-an-extension-on-my-tax-deadline-marcia-l-campbell-CPA

    Can I Get an Extension on my Tax Deadline?

    Need some more time to get that 1040 filled out and signed? There are certain circumstances in which a person is not able to or

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  • 2019-changes-to-miscellaneous-tax-deductions

    Tax Change Explained: Miscellaneous Deductions on a Schedule A

    One of the most significant changes brought about by the Tax Cuts and Jobs Act (TCJA) last year was the elimination of certain personal

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  • An image of glasses resting on a will, which is often a central document to the final distribution of estate assets.

    Complete Guide to the Final Distribution of Estate Assets

    Closing an estate is a complex, emotionally charged situation and having to navigate the probate process to reach the final distribution of estate assets

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  • 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

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  • A senior woman being helped out of her car, happy and enjoying retirement stress-free after their child answered the question, How do I monitor my elderly parents’ finances?

    How Do I Monitor My Elderly Parents’ Finances?

    If you notice that your parents are having difficulty managing their finances, immediate intervention is crucial. Poor money management poses a direct threat to

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  • A middle-aged professional, smiling because he feels a newfound sense of security after learning the answer to the question, Can a trust protect assets from a lawsuit?

    Can a Trust Protect Assets from a Lawsuit?

    Certain types of trusts can protect assets from lawsuits, which professionals at a higher risk of lawsuits commonly use. Revocable trusts, also called living

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  • A senior who is smiling and happy after their kids figured out how to stop an elderly parent from giving money away.

    How to Stop an Elderly Parent from Giving Money Away

    So, your parent is squandering their estate on lavish gifts or questionable purchases. Watching a beloved parent make questionable financial decisions can be heart-wrenching.

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  • A happy senior on a jog after their child learned how to talk to siblings about an aging parent’s care.

    How to Talk to Siblings About an Aging Parent’s Care & Finances

    As your parents age, you and your siblings will have to have some tough conversations. Many people want to avoid having these conversations for

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  • A senior and his happy immediate family, the people who will likely be first to inherit during intestate succession in California.

    What is Intestate Succession in California?

    Intestate succession in California refers to the probate process that distributes property and assets when someone dies without a will or when someone passes

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