A trust may take effort and time to plan, but it can be worth it for individuals who are planning a will or retirement or who want to manage family wealth. If you’re on the fence about trusts and how … Read More
If you’ve ever written a will or begun the process, you have likely heard the word: probate. It’s not always a word with bad connotations. In some cases, it may even be helpful. The team at Marcia Campbell, CPA is … Read More
As people age, it’s important to consider your best options to live the rest of your life comfortably and take care of those you leave behind. One way that you can do this is by setting up a trust. Are … Read More
When a person with a trust passes away, an appointed trustee takes over handling the deceased’s affairs, such as distribution of assets. The trustee has an obligation to do right by the beneficiaries by fulfilling the trustee’s role as the … Read More
A power of attorney can be set up for anyone regardless of age. However, most conversations about assigning a power of attorney happen in the sunset stage of life. If you are considering this option for yourself now or in … Read More