Trust and Estate

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Special Tax Rules for Children With Investment Income

April 28, 2023

Investment income generally includes interest, dividends, and capital gains. It also includes other unearned income, such as taxable scholarships or from a trust. These rules may affect the amount of tax and how to report the income.

Preparing Your Will: What Is To Be Expected

May 4, 2016

What You Can Expect In Preparing Your Will In Preparation Of The Unexpected Many of the tragic and unexpected natural disasters around the world over the last few years have caused many people to ponder their own mortality and we and our clients...