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Marcia L. Campbell, CPA

professional co-trustee

How Can I Help My Parents Set Up a Living Trust?
Trust Accounting

How Can I Help My Parents Set Up a Living Trust?

December 26, 2019 by Marcia Campbell Team

If your parents have reached an age where they need help with their finances, you may have already stepped in to help. If not, it’s important that you sit down with them and discuss their financial health. Find out if … Read More

4 Things the Court Pays Attention to in Court Accounting
Blog | Court Accounting

4 Things the Court Pays Attention to in a Court Accounting

November 14, 2019 by Marcia Campbell

If you are the executor of someone’s will, it is your responsibility to settle their estate after they die. Among other things, you will need to prepare and file a court accounting with the probate court. A court accounting is … Read More

What is Trust Accounting for a Trust?
Blog | Trust Accounting

What is Trust Accounting for a Trust?

October 31, 2019 by Marcia Campbell Team

A trust is a legal document that designates a trustee to manage assets for a grantor while the grantor is incapacitated or has died. The grantor also may want the trustee to manage the trust assets while the grantor is … Read More

what-types-of-trustees-are-there
Blog | Trust Accounting

What Types of Trustees Are There?

May 9, 2019 by Marcia Campbell

If you are thinking about setting up a trust or making gifts in trust, you need to begin thinking about who you will designate, other than yourself, as a trustee. Most people choose their partner or children to be their … Read More

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  • Home
  • Services
    • Eldercare & Financial Care
    • Court Accounting
    • Private Fiduciary
    • Tax Services
  • About
  • Success Stories
  • News
    • Articles
    • Publications
    • Newsletters
  • Contact