Month: July 2026

When the Sale of an Appreciated Home Triggers Taxes–and When It Doesn’t

Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of >>

Is a Joint Trust Better than Separate Trusts? Not Necessarily

A single joint living trust with your spouse can simplify the management of shared assets, but separate trusts may offer enhanced asset protection and tax planning >>

2026 Midyear Tax Planning Tips for Individuals

Summer may feel far removed from tax-filing season. But for strategic taxpayers, it’s a great time to gather information and plot moves that may pay off >>