Taxes are not likely to be the first thing that comes to mind when someone passes, but there are tax matters that need to be addressed. If you are the personal representative of the estate (such as an executor, administrator, … Read More
Probate is the legal process of authenticating a will and distributing assets after someone dies. It involves locating and determining the value of the deceased’s assets and paying final bills and taxes before distributing the remaining estate to the beneficiaries. … Read More
Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions” award by The Community Foundation for 2018. About The Community Foundation The Community Foundation is a charitable organization that aims to “strengthen inland Southern California … Read More
As your parents get older, they may find that managing their finances has become a confusing and difficult task. Neglected accounts can result in unpaid bills, steep fees, overdraft charges, and mounting debt. With your own family and career to … Read More
If you’ve stepped in to help your elderly parents manage their finances, you may be surprised to discover that they have more debt than you realized. Understandably, it can be worrisome when an aging parent has a considerable amount of … Read More