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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.

6 ITIN renewal or application errors to avoid

6 ITIN renewal or application errors to avoid

Around 2 million Individual Tax Identification Numbers (ITINs) must be renewed by year’s end. Here’s a look at these special tax identification numbers, who uses them and how to renew or get one if you’re not eligible for a Social Security number....