Creating a Safe Home for Aging in Place

March 28, 2025
My spouse and I are thinking about making some modifications to our home so we can live here comfortably for as long as possible. Can...

Are You at Risk for Kidney Disease?

March 21, 2025
What are the risk factors for kidney disease?...

Replacing Important Documents

March 14, 2025
How do I replace important documents that were lost when our home burned down? We lost everything including our house deed, car titles, tax returns...

Correct Tax Returns Speed Up Refunds

March 28, 2025
On March 24, 2025, the Internal Revenue Service (IRS) reminded taxpayers that they can improve the probability of a prompt refund by filing a correct tax return. The IRS offered tax tips on the best...

Avoid Identity Theft During Tax Season

March 21, 2025
During tax season, fraudsters use the latest strategies to steal identities. With the tax filing season in full swing, taxpayers need to remain vigilant for strategies that may involve text messages, emails, phone calls or...

Direct File Expands to 25 States

March 14, 2025
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25...

Irrevocable Life Insurance Trust (ILIT)

March 28, 2025
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family...

Life Insurance - Costs and Benefits

March 21, 2025
Let's look at the "top five" reasons people give for not owning life insurance...

'Wait A While' Trust

March 14, 2025
Bill and Clara were talking to their attorney Susan about gifts for their family...