Do I Need a Living Trust?

Do I Need a Living Trust?

Considering what may happen after we are gone is not a pleasant thought. But, as the saying goes, death and taxes are unavoidable. In both cases, planning ahead can save time, trouble and money. While estate planning can be extremely complex, getting started with the...
Planning and Saving for College

Planning and Saving for College

As a CPA, I am asked a lot of questions regarding tax benefits and credits for children. One of the more interesting questions I have heard is “Why do they take away benefits as the kids get older? They don’t cost less, they cost more – a lot more”. While I don’t...