How to Use AI and Protect Yourself from Scams

June 12, 2026
I keep hearing about AI in the news and how it is being used in scams. I am not very tech savvy and find it...

I Have a Will — Do I Also Need a Trust?

June 5, 2026
My spouse and I were recently talking about updating our will and wondered if we should also set up a trust. How do we know...

The Letter Your Loved Ones Can Treasure

May 29, 2026
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really...

27 States Opt Into New Scholarship Tax Credit

June 12, 2026
The Internal Revenue Service (IRS) recently announced that 27 states have elected to participate in the new Federal Scholarship Tax Credit (FSTC) program created under the One Big Beautiful Bill Act (OBBBA)...

Free File Still Available for Non-Filers

June 5, 2026
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program...

Child IRA Accounts Launched

May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer...

Family Limited Partnerships

June 12, 2026
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family members...

Family Business Bailouts

June 5, 2026
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the...

Family Business - Sell and Retire

May 29, 2026
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial...