It’s never too early for financial management advice. Whether you’ve just started your career or are approaching retirement, assistance from a professional CPA can help keep you on track for all stages of your life. Senior Money Management Maintaining independence … Read More
After the death of a loved one, old family wounds can be reopened. Grudges and unresolved fights can cause bigger issues when it comes time to settle your parent’s estate. Siblings have been known to have estate disputes and feuds … Read More
As seniors age, many lose their ability to properly manage their finances. Children or siblings are required to step in and take on these responsibilities. If you don’t have a plan, your family could potentially fight over your estate when … Read More
When a parent passes away, their children are left to pick up the pieces. The last thing you want is to deal with disputes over your parent’s estate in the midst of grieving. Generally, one sibling is named the trustee … Read More
If you’re the trustee of an estate, your role is an important one. As trustee, you must perform a number of important duties and responsibilities. One of the most crucial responsibilities is your legal duty to provide an accounting to … Read More