Monthly Archives: October 2012

Helping Your Child Acquire a Home

If you are a parent who wants to assist your child in obtaining his or her first home, there are a number of ways you can help. 

Posted in Client Education

Inheritances Can Be Tricky

If you have received an inheritance or anticipate receiving one in the future, this article may answer many of your questions. The process of claiming an inheritance can be quite complex, and it helps to understand the basics and to

Posted in Client Education

Reap the Tax Benefits of Education Planning

The tax code includes a number of incentives that, with proper planning, can provide tax benefits while you, your spouse, or your children are being educated.

Posted in Client Education

Haven’t Filed an Income Tax Return?

If you have been procrastinating about filing your 2011 tax return or have other prior year returns that have not been filed, you should consider the consequences.

Posted in Client Education