Certified Public Accountants + Advisors
“Sandwich generation” describes baby boomers caught between caring for their aging parents and their children. The term now applies to whichever generation is grappling with the problem, today most commonly …
Payable-on-death (POD) accounts can provide a quick, simple, and inexpensive way to transfer assets outside of probate. They can be used for bank or credit union accounts, certificates of deposit, …
With the federal gift and estate tax exemption at $13.61 million for 2024, far fewer families currently are affected by the estate tax. However, life insurance remains a powerful tool to …
Whether you’re in the process of making a retirement or estate plan or intend to donate property to charity, you’ll need to know the value of your assets. For many …
Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what they’re invested in, they limit your investment choices. For more flexibility in investment choices (but also …