Managing a Trust or Estate

Managing a Trust or Estate  Managing a trust or estate has many challenges including investments, valuations, trustee/executor concerns, beneficiary concerns, and legal and accounting issues. You as the trustee/executor have the responsibility to make sure it all gets...

Teaching Our Kids Financial Responsibility

Teaching Our Kids Financial Responsibility  As a CPA, I have insight to both good and not so good financial decisions. Start teaching your children about money when they are young.  When your kids are old enough to understand your instructions, let him or her hand the...

Possibilities, Potentials and Opportunities

Possibilities, Potentials and Opportunities  When I think of the word possibilities, I think of all things possible in the universe for a given situation. When I think of the word potentials, I think of all that I am currently capable of, or can become capable of....