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Will and Trust

Last Will

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

Financial POA

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health Care POA

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

Tax Tip…

Tax Tip…

The key to cutting your taxes is to make the proper moves not just on April 15, but all year round. These tips will help ensure that you don’t miss any tax-saving opportunities. You’ll find an ongoing collection of Tax Tips (just click that phrase), which...
Tax Year 2018 Countdown

Tax Year 2018 Countdown

Tax Year 2018 Countdown It’s over! The final 2017 tax year extended filing deadline has passed, unless you get more time because your filing was affected by a natural disasterlike Hurricanes Florence and Michael. For most of us, that means it’s time to...
Texas fireworks tax

Texas fireworks tax

As a kid in West Texas, when the Fourth of July rolled around my friends and I would head out to the countryside to set off fireworks. When the weather was dry, which it usually was, the threat of a scrub fire ignited by a wayward bottle rocket was very real. Since...
Where to start with California taxes?

Where to start with California taxes?

The state has given us such things as Proposition 13 that limits property tax increases and set off similar revolutions nationwide, state IOUs in lieu of tax refunds and, of course, the Governator who defeated an erroneous federal tax lien. Yeah, it’s easy to...