Selecting an executor can be very overwhelming when you don’t have many suitable choices. An executor is an important role and a big responsibility for whomever you select. Choosing one is not a decision that you should take lightly. If … Read More
As seniors age and lose the ability to properly manage their financial affairs, it is likely that someone will need to step in to handle their finances. A family member or close friend is often selected to assume this responsibility … Read More
Advice at work: Things some bosses should do but don’t An omission is defined by Merriam-Webster as something neglected or left undone, apathy toward or neglect of duty, or the act of omitting. Last week I wrote about omissions in … Read More
The main difference with informal vs formal court accounting is the comprehensiveness of the accounting. Informal is often used when there is no beneficiary disagreement, while formal is often required when there is concern that estate’s assets were not properly … Read More
Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions” award by The Community Foundation for 2018. About The Community Foundation The Community Foundation is a charitable organization that aims to “strengthen inland Southern California … Read More