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Here are your Articles for August 25, 2026.

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TIMELY OPPORTUNITIES  
 
 

12 Essential Steps to Starting a Small Business

Launching a successful business takes more than a promising idea. Entrepreneurs must carefully research, plan, finance and establish their ventures while preparing for the practical demands of business ownership. This article discusses 12 essential steps for turning a business concept into a legally established, properly funded and operational enterprise.

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ESTATE PLANNING  
 
 

Now's the Time to Review Your Estate Plan

An estate plan isn't a static document. As the years roll on after you initially draft your plan, it's important to review it periodically and update it as needed. The primary reason for updates is experiencing major life changes in your family, such as marriage, divorce, remarriage or birth of a child. Updates also may be needed due to tax law changes. This article poses some questions to consider as you review and revise your estate plan.

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TAX PLANNING  
 
 

Certain College Financial Aid Payments May Result in Taxes

The cost of a college education keeps going up. If your child or grandchild is fortunate enough to receive some financial aid, what are the tax implications? The money could be taxable or tax free. This article explains the various types of financial assistance often provided to students, along with the tax rules.

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INSURANCE  
 
 

Funding Long-Term Care Expenses: What Are Your Options?

Few things can derail an estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC (such as a nursing home or assisted living facility stay) at some point in their lives. And the cost of this care is steep. This article explores a few options to fund LTC expenses so that a person won't deplete his or her nest egg. A sidebar details tax benefits available to offset LTC expenses.

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Disclaimer of Liability

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

  

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