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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.

IRS tax refund status

IRS tax refund status

Where is my tax refund? That’s the question many ABC11 viewers are asking Troubleshooter Diane Wilson as they await their money.WASHINGTON — IRS Commissioner Charles Rettig on Thursday said the millions of Americans whose tax returns have been caught in a...
The Third Stimulus Checks are Here

The Third Stimulus Checks are Here

WASHINGTON – The Internal Revenue Service announced today that the third round of Economic Impact Payments will begin reaching Americans over the next week. Following approval of the American Rescue Plan Act, the first batch of payments will be sent by direct deposit,...
The Third Stimulus Checks are Here

What’s the Recovery Rebate Credit?

There’s a new tax credit showing up on the Form 1040 this year: The Recovery Rebate Credit. If you didn’t get a stimulus check – or you only got a partial check – then you certainly want to make sure you check out the credit before you file your 2020 tax...