News & Articles

  • Children learning about trust accounting services for their parents, sitting around a computer.

    Marcia Campbell: Riverside’s Expert Trust Accounting CPA Firm

    As we get older, people often establish trusts as a way to leave an inheritance and pay off remaining debts with their estate. A

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  • 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

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  • A trustee streamlining a trust accounting thanks to a waiver of process.

    Can You Waive a Trust Accounting in California?

    Trust administration is an incredibly time-consuming, costly, and emotionally exhausting process. Especially in the instance of the loss of a loved one, emotions further

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  • 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

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  • Types of Trusts Choosing the Right One

    Types of Trusts: Choosing the Right One

    A trust gives a trustee the right to hold the title to property or assets for beneficiaries. The three most common types of trusts

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  • what-types-of-trustees-are-there

    What Types of Trustees Are There?

    If you are thinking about setting up a trust or making gifts in trust, you need to begin thinking about who you will designate,

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  • how can I help my parents set up a living trust

    How Can I Help My Parents Set Up a Living Trust?

    If your parents have reached an age where they need help with their finances, you may have already stepped in to help. If not,

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  • Marcia Campbell CPA | What is a Trust Fund and How Does It Work?

    What is a Trust Fund and How Does It Work?

    When you hear the word trust fund, you most likely imagine a wealthy family passing down their assets to their children for generations. However,

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  • Smith Marion | How Do I Talk to My Parents About Their Trust?

    How Do I Talk to My Parents About Their Trust?

    Although you may be close to your parents, talking about their plans after their passing can be a hard and awkward conversation to have. To

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  • trust accountant working in office

    What Should a Trustee Include in Trust Accounting

    The title of trustee comes with a great deal of responsibility, and one of the most monumental tasks includes annual trust accounting. In the

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