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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.

The key to cutting your taxes is to make the proper moves not just on April 15, but all year round.

These tips will help ensure that you don’t miss any tax-saving opportunities.

You’ll find an ongoing collection of Tax Tips (just click that phrase), which includes all the posts that are tagged with that designation.

Then there are the special tax tip collections.

Daily Tax Tips are posted weekdays during main tax filing season, which runs from January through the April filing deadline. The week after that first tax return due date, the Weekly Tax Tips start and run until the next January.