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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.

Replacement direct deposit refunds

Replacement direct deposit refunds

Misdirected direct deposits of COVID-19 economic relief payments are getting a lot of attention. They should. But this is not a new problem. Lost electronic tax refunds happen every filing season.  What is new is the mechanism the Treasury Department established...
50 tax credits & tax deductions you can take in 2020

50 tax credits & tax deductions you can take in 2020

 It’s tax season! While few people want to pay anything at all, there are ways to pay less. Tax deductions and tax credits can help you save money in tax season 2020. Deductions lower your taxable income (and reduces your tax burden), while tax credits are a...
State Tax Departments

State Tax Departments

Need information about the taxes in your state? The links below will take you to your state’s tax department Web site. The date next to each link is the state’s individual income tax filing deadline so you don’t overlook this tax responsibility....
January 2021 tax moves

January 2021 tax moves

Happy New Year! Oh, sorry. Was I typing too loud? I’m glad you were able to festively, and I hope safely, ring in 2021. Now that it’s here, it also brings a new tax filing season. The Internal Revenue Service’s delivery of the second round...