Over the years we've written many articles for Financial
Advantage, our online newsletter, to help our clients learn
more about taxes, estate planning, achieving financial independence,
and other financial planning issues. The index below will link you
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With TurboTax®, Tax Cut® and other personal tax preparation software packages making it easier to self-prepare tax returns, our new website, . . . read more
The key component of an estate plan for an individual or a couple who want to provide for a family member with a disability is a Special Needs Trust (also called a Supplemental Needs Trust). Usually, the Special Needs Trust is set up to receive funds from a life insurance policy or a Will at the death of a parent or grandparent. . . . read more
