Many people use trusts as a time-tested tool for wealth management, charitable contributions, estate planning, and providing for loved ones. At the heart of any trust structure is the trustee, the individual responsible for managing and administering trust assets. While you can technically appoint anyone to serve as the trustee, it is crucial to consider hiring a professional trustee for
The Question: What can a supplemental needs trust be used for? Can a supplemental needs trust be used for whatever your loved one wants or needs? How do I avoid risking my disabled loved one’s benefits while using this unique type of trust?
What You’re Facing: A supplemental needs trust is a guardian of your disabled loved one’s health, security,
Imagine your parents, who’ve worked tirelessly their entire lives, preparing to retire only to have retirement ripped away from them. For many seniors, a shadow has fallen over their golden years as mountains of unpaid debt threaten to undermine what should be a time for relaxing, traveling, and spending quality time with family. This debt could also steal your inheritance
You’ve worked hard to amass your wealth, but all this hard work wasn’t just for you. While leaving behind a lasting legacy is important, you worked hard to take care of those you love the most, even when you are no longer around to do so, now more than ever. The Great Wealth Transfer is officially upon us. Tens of
Imagine this: Your loved one with special needs finally gets the top-notch care they need. Therapists, specialists, equipment, medication – the works. You’ve never seen them happier, but then a giant bill crash lands on your doorstep, shakes the foundation for this picture-perfect scene, and causes reality to set in. You wonder if you can really afford both essential
This summer has proven to be a time of worldwide instability and conflict, making people nationwide think of how important it is to honor those who protect our freedoms. Because of this, we would like to extend a special salute to the brave veterans and military families who served and continue to serve as guardians of our freedom. At Marcia
At Marcia L. Campbell, CPA, we are a military family and understand the sacrifice you have made. While this summer has proven to be a time of worldwide instability and conflict, making people nationwide think of how important it is to honor those who protect our freedoms. Because of this, we would like to extend a special salute to the
Summer is officially upon us! That means you have all the nourishing sunlight and warm breezes you need to help your senior blossom and make the most of their golden years. But what are you doing beyond the usual dinners and visits to make this summer season truly special for them? If you are having trouble thinking of fun things
Navigating through life’s challenging events, such as divorce or managing an estate, can be emotionally and financially taxing. During these times, credible real estate appraisals become crucial from residential to commercial properties owned. We understand the delicacy of these situations and strive to provide a compassionate yet unbiased appraisal service that meets the highest standards of professionalism and integrity.
Understanding
When writing your will, you are creating a map detailing how you want your estate to be managed to care for your loved ones and leave behind a lasting legacy. However, a map is useless if you do not have someone who knows how to read it and guide the estate through the complexities of probate law. Hiring a professional