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

private fiduciary 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

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

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