Throughout history, we have used myths to explain the unexplainable. Without the help of modern science, it would be impossible to answer questions like where humans came from, why the world is formed the way it is, or even why … Read More
When a child inherits significant assets, they often lack the maturity to manage them responsibly. A guardianship of the estate is a legal tool that protects a child’s assets to preserve their future quality of life. Still, being a guardian … Read More
Trust accounting is an essential component of managing a trust that keeps beneficiaries in the loop and minimizes the chances of costly disputes. An accounting is required by probate code, and for new trustees, complying with requirements is complicated. Not … Read More
Whether you are a trustee or a trust litigation lawyer, working with an expert trust accountant ensures professional accounting that complies with the probate code. Expert trust accounting is essential to the well-being and peace of mind of everyone involved. … Read More
With age comes changes that impact all aspects of life, including tax obligations. However, these changes are no excuse not to prepare and file taxes correctly, and being aware of them is essential to make the most of your situation … Read More
As a trustee, you have a significant fiduciary duty and likely must conduct a trust accounting, which is a complex financial task a CPA specializing in trusts has the experience and expertise to perform. Alternatively, maybe you are a beneficiary … Read More
Life is a road with unforeseeable twists, turns, obstacles, and detours that children are ill-equipped to navigate. However, certain situations can sometimes leave them without support before they can responsibly manage their lives and well-being alone. Whether their parents pass … Read More
At the start of the year, people often look toward the future and the new opportunities the new year will bring. Despite this excitement, you cannot put 2022 in the rearview mirror just yet. In no time, it will be … Read More
With age comes new opportunities, and this is especially true for seniors filing their tax returns. Many seniors are unaware of the tax deductions that their golden years gift them. Taking advantage of these tax opportunities can work wonders for … Read More
As your parents get older, you will face tough decisions. Eventually, people need more help, and sometimes, medical conditions can make elderly individuals unable to survive independently. To get ahead of these situations, streamline and facilitate care, and avoid a … Read More