Revisiting your Estate Plan
After a Divorce is a Must
generally remember to amend their wills or revocable trusts
after a divorce, but there are many other estate planning and
financial arrangements you should address that are easily
owned assets. Be sure your former spouse doesn't
retain access to joint assets, such as bank accounts,
investments or real estate.
accounts. Did you designate your former spouse as
beneficiary of any IRAs, 401(k) plans or other retirement
accounts? If so, amend the beneficiary designations for those
insurance. If your former spouse is the beneficiary
of your life insurance policy, you'll likely want to update
the beneficiary designation. Also, consider whether your life
insurance needs have changed in light of the divorce.
of attorney. Is your former spouse still named as
your representative in any financial or health care powers of
attorney or similar documents? In some states, divorce
automatically nullifies powers of attorney, but in others you
may need to rewrite them.
It's important to take action quickly after a divorce to avoid
inadvertently enriching a former spouse at the expense of your
children, new spouse or other family members. Contact us at
925-634-2344 for help with reviewing your estate plan in light
of a divorce.
SMEED CPA Adds Financial
Services To Help Clients With
Investments & Insurance
often we here at SMEED CPA are asked about financial issues
that impact our clients investments and their portfolios.
We always offered our opinion and suggestions but in order to
help our clients actually execute the changes we suggest,
SMEED has created a Financial Services division.
SMEED Financial Services, Inc. will be able to
work with both individual and business clients on their
investment portfolios and manage assets on their behalf.
SMEED Financial will include Michael Uadiale,
ACA, CPA, CGMA; and Pablo Blanco who has
recently joined SMEED and comes with over 18 years of
financial sales and advising experience with affluent
Watch your inbox and mail boxes for more specific information
on services SMEED Financial Services, Inc will make available
Would You Give Me Your
Feedback & Testimonial
on Our Hotline?
Hello it’s Michael Uadiale, CPA of
SMEED CPA Inc. We’ve just installed a toll-free
number that I would like for you to call and tell me how you
think we are doing as your CPA firm.
Just dial 800-609-9006
extension 3638 and follow the instructions. If we’ve
done a good job please let me know. And if we can
improve on anything, please mention that too.
Us Be Found on
Also as we expand our business,
we find more and more people are using
YELP and Google
to look for us by searching Brentwood accountant or
When they do this we want to
be FOUND on GOOGLE. One way you can help us
is to give us an
ONLINE REVIEW on our Google Maps/Places listing --->
or on our YELP local listing
click here to go to our Google Listing for SMEED CPA and
click on the
YELP link to go there.
Scroll down to the Review area.
On either site it may say: Been here?
Rate and review
You will click on the Rate and
review link and then log in, then
give us a review!
You can choose between 1 and 5
STARS and write in what you think about the tax or accounting
work we have done for you.
It's that simple. Thank
you in advance for your help and cooperation!
As always you can call our offices if you have any
questions about these or any other accounting related issues, at
Regards, Michael Uadiale, CPA,
Managing Partner, SMEED CPA,