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April 2019

If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60

How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60 and you haven't updated your estate plan in many decades, it's almost certain that you need to update your documents. After that, you should

A Tax Break for Day Care for Elderly Dependents

Did you know that caregivers of dependents like children or the elderly may be eligible for a tax credit? Paying for day care is one of the biggest expenses faced by working adults with young children, a dependent parent, or a child with a disability, but there is a tax credit available to help working