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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.

Better tax deduction apples for teachers proposed

Better tax deduction apples for teachers proposed

Classes are back in session in many communities across the United States. And part of the supplies that are being used to help educate our youngsters were paid for by their teachers. Every year, studies by both private groups and federal agencies report that most...
7 common 401(k) FAQs

7 common 401(k) FAQs

401(k) growth: As of March 31, total 401(k) plans held an estimated $5.7 trillion in assets and represented more than 19 percent of the $29.1 trillion in U.S. retirement assets, according to the Investment Company Institute (ICI). See Investment Company...
10 things that will trigger a tax audit

10 things that will trigger a tax audit

It’s official. House Democrats have formally requested copies of the last six years of Donald J. Trump’s personal and business federal tax returns. Trump has steadfastly refused to make public his taxes, breaking a modern-day tradition set by presidential...
3 popular retirement plans for the self-employed

3 popular retirement plans for the self-employed

f you’re self-employed, your primary focus, especially in your entrepreneurial effort’s early years, likely is to just make sure your business survives. But once you’re on stable business footing, it’s wise to look into tax-deferred retirement...