Are you contemplating some significant improvements to your home? Whether it’s adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in line for generous tax breaks under current law. Here are four potential building blocks. 1. Mortgage Interest Deductions If you have a mortgage on your…

Wills aren’t one-and-done deals. In fact, it’s common for people to update their wills more than once. After all, a life event — or even a change of mind — can alter who you want to name as beneficiaries. Below are four circumstances that require you to act promptly and update your will. Revisions vs. Codicils…

Effective Estate Planning requires attention to a number of important details. The following checklist will get you started developing an estate management plan. Consult with your professional adviser after reviewing the following questions. 1. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A…