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Marcia L. Campbell, CPA

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Blog | Trust Accounting

Trust Accounting: Am I Entitled as a Beneficiary?

December 23, 2021 by Marcia Campbell Team

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

beneficiaries
Blog | Trust Accounting

When Are Beneficiaries Entitled to Distributions?

December 9, 2021 by Marcia Campbell Team

The process of creating a trust can be complicated, and the handling of assets can be just as difficult unless you know what to expect. As a beneficiary, you may be unsure about when you’re entitled to your inheritance. A … Read More

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  • Home
  • Services
    • Eldercare Financial Planning & Care
    • Court Accounting
    • Private Fiduciary
    • Tax Services
  • About
  • Success Stories
  • News
    • Financial Articles for Seniors & Families
    • Publications
    • Newsletters
  • Contact