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Beyoncé in Tax Court

This recent piece in Wealth Management highlights the importance of having an experienced professional to provide guidance about tax filing preparation, and in this matter specifically, deductions. In January, the star, also known as Queen B, was not immune from...

Whether to Discuss Inheritances with Adult Children

The linked article touches on whether one should discuss plans specifically with adult children.  This will vary for a number of reasons including what is the nature of the relationship and privacy concerns.  However, it is usually helpful to inform adult children...