By Beth Schanou
Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.
By Anna McGrath
Having goals are extremely important to build true wealth. Achieving your financial goals does not just happen by itself. It takes a planning and massive action to implement the plan then being consistently diligent to adhere to the plan especially in the face of uncertainty in the world ar …
By Krista Thompson
As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …
By Erin Wood
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
By Sarah Duey
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
By jburns
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Have you ever worried that your money might not last as long as you do in retirement? If so, you’re not alone. That is the biggest concern for 49% of Americans regarding retirement.[1] With increased longevity and fewer companies …