Friday, 18 September, 2026
Retirement planning involves much more than choosing investments or preparing an annual tax return. Retirees must coordinate income, Social Security, Medicare, taxes, investment risk, required minimum distributions, insurance, and estate planning. Three credentials frequently appear in these conversations: CFP®, CFA®, and CPA. Although their responsibilities sometimes overlap, each represents a […]
For many Vietnamese-American families, building wealth has taken decades of hard work, sacrifice, and careful planning. Whether that wealth comes from a family business, a paid-off home, retirement savings, investment accounts, or rental properties, one common goal remains the same: passing those assets on to children and grandchildren as efficiently […]
Perhaps the greatest loss a person can experience is the death of a loved one. We are born from dust and eventually return to dust and ashes. Whether one believes that God has called a soul home or that the deceased is being reborn into another life according to Buddhist […]
Updated for 2026 Federal Tax Law Changes and the One Big Beautiful Bill Act (OBBBA) California remains one of the most attractive states for estate planning because it does not impose a state estate tax or a state inheritance tax. However, federal estate tax rules still apply to larger estates, […]
One of the most significant tax developments of 2026 is the continued expansion of federal estate tax relief under the One Big Beautiful Bill (OBBB). As a result, many American families—including most Vietnamese-American households—will likely never owe federal estate taxes. Unfortunately, that does not mean estate planning can be ignored. […]
After the Healthcare Directive – Part 1, 2, and 3 series, Huutri.org received many responses from readers who wanted additional resources, especially easy access to Healthcare Directive and Advance Directive forms based on the state where they reside. Because healthcare laws and medical directive forms can vary from state to state in […]
In the first part of this series, HuuTri.org helped readers understand: What a Healthcare Directive is, how it differs from a Living Will, why each state in the U.S. has different forms, and why this is not merely a legal issue—but also a way to protect your personal wishes and […]
A Simple Guide for Vietnamese Families in California, Texas, Florida, Georgia, Arizona & Oregon Many Vietnamese American families spend years preparing financially for retirement—buying homes, saving money, enrolling in Medicare, purchasing insurance, and caring for children and grandchildren. Yet one of the most important subjects is often postponed because it […]
Who Will Speak for You When You No Longer Can? If a Living Will answers the question, “What do you want?” then a Medical Power of Attorney answers another equally important question: “Who will speak for you?” In reality, many medical decisions cannot be predicted in advance or fully written […]
At some point in life—especially after entering our mid-50s, 60s, and beyond—we begin facing difficult questions: If one day we are no longer mentally capable of expressing our wishes, who will make decisions on our behalf? And what will those decisions be based on? Many older adults in the United […]