What is a Private Fiduciary in California?
A private fiduciary is a great option for those needing critical services. Seniors may be
Senior Financial Management Resolutions for 2022
When the new year begins, folks make an effort to ditch bad habits and form
Reasons to Get Power of Attorney for a Parent with Alzheimer’s
When your aging parent begins to show signs of dementia, it can be difficult news
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”
How to Manage Your Parents’ Bank Accounts
As your parents get older, they may find that managing their finances has become a
