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

what to avoid as a trustee

financial power of attorney
Blog | Trust Accounting

What Does a Financial Power of Attorney Do?

March 31, 2022 by Marcia Campbell Team

A power of attorney is a great responsibility to bestow. While there are different types of power of attorney (POA), a financial POA handles a principal’s financial affairs. Whether you are researching for yourself or someone else, it’s best to … Read More

trusts
Trust Accounting

Top Mistakes Trustees Should Avoid with Trusts

March 24, 2022 by Marcia Campbell Team

Trusts are just one way that people plan out their finances responsibly after death. As a trustee, it’s your duty to fulfill the responsibilities you bear in this role. People who create trusts depend on you to follow through and … 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

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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