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A trust gives you the opportunity to have control over what happens after you pass. It’s a good feeling when you know that your property and assets are in good hands. We share the five benefits of having a trust … Read More
A trust gives a trustee the right to hold the title to property or assets for beneficiaries. The three most common types of trusts are revocable trusts, irrevocable trusts, and testamentary trusts. Depending on what your situation is, there may … Read More
As a beneficiary, you may have many questions regarding your status and responsibilities. One question that Marcia Campbell, CPA is asked frequently is if beneficiaries are entitled to trust accounting. We share the answer in this blog. Some Beneficiaries Have … Read More
The time has come to follow through with your duties as a trustee. In the coming weeks, you will need to distribute the final income amounts to the beneficiaries, pay the last expenses, and file the final tax returns. Although … Read More
A will is a legal document that shares a person’s wishes as to how their property is to be distributed after they pass away. Once a will is created, it will need updating based on the life events that take … Read More