Milestone moments: How age affects certain tax provisions

They say age is just a number — but in the world of tax law, it’s much more ...
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4 reasons why avoiding probate is a smart estate planning move

When planning your estate, one of the smartest strategies you can adopt is to minimize or avoid probate. ...
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Is college financial aid taxable? A crash course for families

College can be expensive. According to the College Board, the average sticker price for tuition and fees at ...
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Stop procrastinating and get to work on your estate plan

For many people, creating an estate plan falls into the category of important but not urgent. As a ...
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Are you missing a valuable tax deduction for Medicare premiums?

If you’re age 65 or older and enrolled in basic Medicare insurance, you may need to pay additional ...
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An employee stock ownership plan can be a versatile business exit and estate planning tool

As a closely held business owner, a substantial amount of your wealth likely is tied to the business. ...
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The advantages of a living trust for your estate plan

Do you believe you don’t need to worry about estate planning because of the current federal estate tax ...
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From the simple to the complex: 6 strategies to protect your wealth from lawsuits and creditors

Asset protection is a strategic approach to safeguarding your wealth from potential lawsuits and creditor claims. Indeed, protecting ...
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Digital assets and taxes: What you need to know

As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how ...
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How working in the gig economy affects your taxes

The gig economy offers flexibility, autonomy and a way to earn income, but it also comes with tax ...
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After a person dies, his or her debts live on

One question the family of a deceased person often asks is: What happens to debt after a person ...
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The tax rules for legal awards and settlements: What recipients should know

If you’ve recently received a settlement or award from a lawsuit, or you’re expecting one, you may be ...
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