News & Updates

Tax-saving ways to help pay for college — once your child starts attending If you have a child ...

A single parent’s estate plan should address specific circumstances According to the Pew Research Center, nearly a quarter ...

Tax-wise ways to save for college If you’re a parent or grandparent with college-bound children, you may want ...

Run the numbers before donating appreciated assets to charity Are you charitably inclined? If so, you probably know ...

SECURE 2.0 law may make you more secure in retirement A new law was recently signed that will ...

Addressing IP in an estate plan can be tricky Over your lifetime, you may have accumulated a wide ...

Year-end spending package tackles retirement planning, conservation easements On December 23, 2022, Congress passed the Consolidated Appropriations Act of ...

Renting to a relative? Watch out for tax traps If you own a home and rent it to ...

Should you consider a psychiatric advance directive? Many people include health care powers of attorney or advance directives ...

Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable ...

A smart estate plan should leave no doubt as to your intentions. Writing a letter of instruction can ...

If you’re thinking about selling stock shares at a loss to offset gains that you’ve realized during 2022, ...