When you are the chosen trustee for your parentโs trust, many different actions need to be taken when your parent passes away. These include organizing their accounts, paying their bills and figuring out how to distribute the assets per the … Read More
As we approach the end of 2018, you might be thinking about making gifts to charities that support causes important to you. The contributions might be for philanthropic purposes or for tax deductibility. Here are some charitable strategies you … Read More
When talking about retiring from your job in the future, you might be considering the financial aspects. You ask, โHow much cash and investments do I need to fund my retirement and continue to live the same lifestyle?โ In … Read More
Thereโs been a lot of talk about cryptocurrencies or virtual currencies, including how much theyโre worth and the transactions in which to buy them. What happens, though, when you sell them or use them to buy something? Do you … Read More
If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. Trustees, as a professional fiduciary, must be capable of providing you a variety of accounting services to ensure … Read More