CPA for estate planning

CPA symbolizing the difference between trusts and estates.

Trusts and Estates: What’s the Difference?

October 6, 2022 by Marcia Campbell Team

Planning for the future can feel like accounting for the unknown, which can be overwhelming. Fortunately, trusts and estates are invaluable legal mechanisms that enable you to preserve, manage, and protect assets and property after death and take care of … Read More

Daughter and elder mother talking about how to get power of attorney for a parent indoors at home.

Blog | Fiduciary Services

How to Get a Financial Power of Attorney for a Parent

September 29, 2022 by Marcia Campbell Team

It is never easy to relinquish autonomy. However, as we age, this is inevitable. While your parent may resist the notion of a power of attorney (POA) for their finances, this is often essential to their wellbeing, and it can … Read More

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