When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.