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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.

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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.

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Living Trust

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

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Interest offers tax savings, costs and more forms

Interest offers tax savings, costs and more forms

by | Jun 11, 2020 | Taxes

We’re heading, finally, into the heart of tax return filing season 2020. Even if you fill out and submit your Form 1040 electronically, as most of us do, you still need the documents that provide the figures you transfer to your return. One area of interest to...
How Estimated Quarterly Taxes Work

How Estimated Quarterly Taxes Work

by | Jun 5, 2020 | Taxes

Depending on the sort of work you do or how you’re paid, you might need to settle your tax bill via estimated quarterly taxes. Some tax rules have changed due to coronavirus As part of the U.S. government’s ongoing response to the coronavirus, the tax deadline...