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

probate

Blog | Fiduciary Services

Is Probate Needed if There is a Will?

June 16, 2022 by Marcia Campbell Team

When a loved one passes away, they may leave behind valuable assets that they intended to distribute to beneficiaries. With a will, the creator is able to instruct an appointed executor about the distribution of those assets. However, before anything … Read More

distribution
Trust Accounting

Distribution vs. Disbursement: What You Should Know

March 24, 2022 by Marcia Campbell Team

When it comes to trusts, it can be difficult to know who does what and what your responsibilities are. The most important role in a trust is the trustee. It is the responsibility of a trustee to disburse or distribute … Read More

Marcia Campell CPA | Probate: What is it and When Do You Need It?
Blog | Court Accounting

Probate: What is it and When Do You Need It?

February 4, 2021 by Marcia Campbell Team

It is always challenging when someone you care about passes away. Not only does your heart feel empty, but you also have to figure out how to navigate through the unanswered questions in regards to the decedent’s financial standing and … Read More

How to Avoid Probate With Living Trusts
Blog | Trust Accounting

How to Avoid Probate With Living Trusts

September 17, 2020 by Marcia Campbell Team

Most people want their money and assets to be passed down to their children and other individuals that are important to them – instead of having their belongings go down the drain in the courtroom via probate. Probate involves taking … 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