As people get older, they naturally need more help to live independently, preserve their dignity, maintain their quality of life, and make the most of their golden years. Elder care financial services offer crucial assistance to seniors, like aging parents, … Read More
The misappropriation of trust funds is a severe breach of a trustee’s fiduciary duty that can have significant consequences, but for beneficiaries, it can be difficult to detect. With the help of an expert trust accountant, you can rest assured … Read More
Trust accounting in California is an essential form of transparency and, ultimately, protection for beneficiaries. Legally, trustees must provide beneficiaries with this financial statement that illustrates how they are administering the trust at least once annually. But simply preparing an … Read More
Many different kinds of trusts exist, but they fall under two categories: revocable trusts and irrevocable trusts. Understanding the difference between the two is crucial to trust accounting in California. Generally, the difference is simple – grantors can change the … Read More
If you feel blindsided by a trust litigation attorney requesting or objecting to a trust accounting, working with a professional can help validate your accounting to avoid costly penalties or worse. At Marcia L. Campbell, we have been preparing compliant … Read More
Trust accounting in California is an essential protection for beneficiaries that ensures the trustee is administering the trust per the probate code and the terms of the trust document. But even when a trustee prepares an accounting, it can still … Read More
A California trust accounting is an important form of protection that offers a window for beneficiaries into how a trustee is administering a trust in the state of California, and it offers peace of mind for trustees by minimizing disputes. … Read More
Trust accounting is an essential form of protection for beneficiaries and trustees alike. Working with an expert in probate accounting like Marcia L. Campbell ensures you avoid costly mistakes that can have severe repercussions because California trust accounting has specific … Read More
California trust accounting is an important form of protection for beneficiaries and trustees during trust administration. Think about an accounting like the financial story or testimony of a trust. It documents and reports all financial aspects and actions a trustee … Read More
Creating the life you want to live requires a little help, especially in retirement, which is precisely what a private fiduciary offers. These services aren’t a surrender to age – private professional fiduciary services are the pathway to the freedom … Read More