If you find your late mom's safe had $100,000 but never added it to her assets, you need to report it, no matter how tempting
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How Does Dad’s Second Marriage Affect a Kid’s Share of the Estate?
New Jersey 101.5's, "What to know about a second marriage and an inheritance," discusses what children can expect when a father passes away when married
Too Poor for Estate Planning? No Such Thing!
If you have completed your estate planning, when was that? Where are the documents? Does your family know where they are located? Estate Planning needs
Plan on Keeping the Peace Through Wise Estate Planning
Family relationships can change over the years, and when finances are mixed in, particularly estate planning, you need to strategize ahead of time. That's what
Don’t Postpone Your Retirement because of These Mistakes
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
Let Me Ask You a Few Questions about Estate Planning
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
Start Thinking about Medicaid
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
Life Insurance Needs to Roll with the Changes
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
Succession Planning for your Family-Owned Business
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
Middle-Class African Americans are Optimistic but Face Investing Challenges
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
What Do I Do with an Inherited IRA?
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
Why the Wealthy Don’t Carry Through with Their Estate Planning
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