News & Articles

  • A distressed senior realizing they got scammed, prompting their child to search, What to do if my parents got scammed.

    What to Do if My Parents Got Scammed?

    Scammers prey on some of the most vulnerable people in our society, and seniors are prime targets because they are often in a state

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  • A woman pocketing money from a trust she is serving as the trustee for, a common example of trust embezzlement.

    How a Trust Accounting Can Uncover Trust Embezzlement

    Trusts are a popular way for people to leave behind inheritances for their loved ones and take care of them when they are no

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  • Court Accounting When Would I Need It

    A Beginners Guide to A Court Accounting

    Losing a loved one doesn't only cause grief, it can also bring along a slew of new responsibilities and questions. Many people find themselves

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  • A man working with a professional to write a will after answering the question, What should I do if I have no one to be the executor of my will?

    I Have No One to Be the Executor of My Will. What Should I Do?

    When writing your will, you are creating a map detailing how you want your estate to be managed to care for your loved ones

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  • 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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