News & Updates

When estate planning, it’s common for parents to leave their primary residence or a vacation home to their ...

There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these tax-favored fringes, ...

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine ...

Even if you’re single and have no children, having an estate plan helps ensure your final wishes are ...

You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions ...

Life insurance plays a vital role in your estate plan because its proceeds can provide for your family ...

If you’re getting ready to file your 2024 tax return and your tax bill is higher than you’d ...

A revocable trust (sometimes referred to as a “living trust”) is a popular estate planning tool that allows ...

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether ...

Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One ...

An inheritor’s trust is a specialized estate planning tool designed to protect and manage assets you pass to ...

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 ...