A private fiduciary is a person or institution who has the legal duty to act and manage your assets once you die or become incapacitated. While there are many different types of roles a professional trustee can play, they will … Read More
Who Gets the Tax Credits is a Tricky Spot For Non-Traditional Families The new tax law made many changes to the tax code affecting taxpayers, including the use of standard deductions instead of itemized deductions and limited deductions for mortgage … Read More
If you are thinking about setting up a trust or making gifts in trust, you need to begin thinking about who you will designate, other than yourself, as a trustee. Most people choose their partner or children to be their … Read More
In the digital age, phone scams are becoming increasingly more common. Especially around tax season, we find that scammers are working full throttle to steal your money! This is because most people are more likely to believe a scammer when … Read More
Marcia Campbell is an accomplished Certified Public Accountant and financial advisor specializing in senior financial care, court accountings, private fiduciary services, and tax services. Campbell’s thought leadership in the field is often published in the Press Enterprise, a paid local … Read More