Blog

If we don’t do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That’s what the CPA Practice

A will gives instructions about distributing your property after death, and living trusts are typically revocable—they can be changed along the way, and they are

It is no wonder folks put off thinking about it, says The USA Today in “Navigating Medicaid for elder care can be as painful as

As we travel through the phases of our financial life, our needs change. The New York Daily News article, “3 ways to choose the right

You’ve built and own a successful business. But the Smart Business article, “Five things you should know about estate planning for a family-owned business,” asks

Money’s article, “The Hidden Retirement Crisis,” says that middle-class African Americans are more optimistic about the state of the U.S. economy and are more likely

First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let’s

Once a trusts and estates lawyer has designed and discussed a client’s estate plan, the next step is to implement it. Drafting the documents, creating

What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on

Manny Martinez lives in rent-controlled senior housing and watches his expenses. However, with all of his other bills going up, money from his Social Security—his

If you grew up during The Beatles’ era, you know about Eleanor Rigby. If you’re single, you might ask yourself: Who will be there to

Oregon Governor Kate Brown recently signed SB 1554 into law. It permits legal access to digital assets, as reported by kitv.com in a recent article,