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Marcia L. Campbell, CPA
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Marcia L. Campbell, CPA

fiduciary services in california

Two parents dancing in their kitchen, carefree after their parents answered, How do you take care of elderly parents’ finances?
Eldercare and Financial Care

How Do You Take Care of Elderly Parents’ Finances in California, Pt. II?

July 13, 2023 by Marcia Campbell Team

As your parents begin to age, remember that we all eventually need help with maintaining our financial well-being. Still, it is normal to ask, ‘How do you take care of elderly parents’ finances?’ While you can manage their finances alone, … Read More

A child helping their parent after answering the question, How do you take care of elderly parents’ finances?
Eldercare and Financial Care

How Do You Take Care of Elderly Parents’ Finances in California, Pt. I?

July 6, 2023 by Marcia Campbell Team

So your parents are aging and preparing to relax and enjoy retirement. But that doesn’t mean their finances will follow suit. As your parents enter this life chapter, it is normal to ask, ‘How do you take care of elderly … Read More

A couple enjoying retirement stress-free after their child learned the signs to step in by answering, How do you know if your parents are struggling with money?
Eldercare and Financial Care

How Do You Know if Your Parents Are Struggling with Money, Pt. I?

June 29, 2023 by Marcia Campbell Team

Many parents need help with their finances as they age, but they rarely reach out and ask for help. Still, you should stay vigilant and willing to help them or take control of the situation. Many people ask, How do … 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