Reasons for a Private Fiduciary in California
Do you need help with your financial accounts? Is there no one you can trust
What is the Difference Between a Trustee and Executor?
After a person passes away, executors and trustees take on critical responsibilities. While both titles
What Does a Financial Power of Attorney Do?
A power of attorney is a great responsibility to bestow. While there are different types
Trust Accounting: Am I Entitled as a Beneficiary?
When a person with a trust passes away, an appointed trustee takes over handling the
What to Do When Your Client’s Siblings Threaten a Lawsuit
When one sibling is named the trustee of their parent’s trust, it can put a
Why You Need A CPA That Can Help Through Every Stage of Life
As we age and go through different life stages, certain complexities often present new financial
Who Can I Name as Executor When I Have No Family or Friends I Trust?
Selecting an executor can be very overwhelming when you don’t have many suitable choices. An
3 Steps to Take Before Hiring a Professional Fiduciary
As seniors age and lose the ability to properly manage their financial affairs, it is
What’s the Difference Between Informal and Formal Court Accountings?
The main difference with informal vs formal court accounting is the comprehensiveness of the accounting.
Marcia L. Campbell, CPA Awarded Champion of the Community Foundation
Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions”
