Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits.

Weaving a family tapestry

What good are the loads of data about colleges, if families can’t access it? Here are four websites that are opening the vault.

First-time home purchase exception inapplicable; notice of deficiency upheld

Clients who are financially ready to retire may still need some words of encouragement.

Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. Here, CPAs at Sensiba San Filippo provide tactics to avoid family battles over wealth transfers.