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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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10 ways FSA/HSA funds can help you cope with COVID-19

10 ways FSA/HSA funds can help you cope with COVID-19

by | Oct 5, 2020 | Taxes

Life is stressful in the best of times. We definitely are not in the best of times. We’re dealing with a contentious presidential election during a deadly pandemic. Plus, flu season is almost here. Mother Nature keeps whacking us with disasters. Kids are going...
6 tax moves to make this October

6 tax moves to make this October

by | Oct 5, 2020 | Taxes

Hello, October!  You’re always welcome at my house. I love your cooler temperatures that let me open windows and doors and put an end to exorbitant air conditioning costs. I love the color changes of trees and shrubs. And I love the candy that I...
How to Maximize Your Tax Return for a Bigger Refund

How to Maximize Your Tax Return for a Bigger Refund

by | Oct 5, 2020 | Taxes

1. Don’t Leave Money on the Table If you forget to use all of your Flexible Spending Account (FSA) dollars or don’t make contributions to your individual retirement and 529 accounts, you could leave money on the table. You have until December 31 to use money in your...