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Newly Discovered Cash in Estate Must be Reported…or Else

Newly Discovered Cash in Estate Must be Reported…or Else

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?

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

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Too Poor for Estate Planning? No Such Thing!

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

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Plan on Keeping the Peace Through Wise Estate Planning

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

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Don’t Postpone Your Retirement because of These Mistakes

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

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Let Me Ask You a Few Questions about Estate Planning

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

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Start Thinking about Medicaid

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

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Life Insurance Needs to Roll with the Changes

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

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Succession Planning for your Family-Owned Business

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

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Middle-Class African Americans are Optimistic but Face Investing Challenges

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

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What Do I Do with an Inherited IRA?

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

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Why the Wealthy Don’t Carry Through with Their Estate Planning

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

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