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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.

Will the IRS be ready for the 2021 tax season?

Will the IRS be ready for the 2021 tax season?

2020, a year that many of us would just as soon forget, will end in just more than two months. This federal tax filing season, however, will continue for folks who’ve endured some of the notable natural disasters that have helped make 2020 so terrible. Last...
Nov. 3 ballot initiatives/ Taxes

Nov. 3 ballot initiatives/ Taxes

In addition to selecting who gets to go to, or stay in, Washington, D.C., voters across the country on Nov. 3 will decide on a variety of ballot measures. This coming Election Day, citizens in 32 states will decide the fate of 120 statewide initiatives. There also are...
Standard & itemized tax deductions for 2021

Standard & itemized tax deductions for 2021

Tax year in and tax year out, most folks claim the standard deduction instead of itemizing. The option has always been appealing because it’s easy. There are no receipts to save. Even better, the Internal Revenue Service provides the standard amount you can...
Work from home pros, cons and home office tax tip

Work from home pros, cons and home office tax tip

Not that calendars matter so much anymore to many of us — including me — who are still coronavirus quarantining. But time measurement and management are still important if you’re working, or trying to, from home. States are in various degrees of...