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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.

Revised tax deadlines

Revised tax deadlines

I’m feeling a bit like the Internal Revenue Service’s appointments secretary, but this Friday, Jan. 15, is a date when many taxpayers need to take action. Yes, I’m talking about the fourth estimated tax payment due at the end of this week, but also...
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...