As a result of the social and economic impact of COVID-19 on the United States, the Coronavirus Aid, Relief, and Economic Security Act (CARES) has been created to support the American people. CARES will be providing a stimulus package for … Read More
As a senior, the world can feel like a dangerous place right now. The threat of COVID-19 has all America’s isolating themselves in their homes. Although social distancing is important, it can feel very lonely – especially for seniors that … Read More
A professional trustee is a licensed professional that manages your trust when you become incapacitated or pass away. In the same way an executor handles your assets, a professional trustee is responsible for managing all the details of your affairs … Read More
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