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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.

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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.

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Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

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2022 taxes

2022 taxes

by | Jan 10, 2023 | Taxes

Tax filing rolls around every year. But every year, there also are a few changes that make the process slightly different from prior filings. We didn’t have any major tax law changes in 2022. But some old rules come into play, as does the expiration of some tax...
Tips for Choosing a Tax Preparer

Tips for Choosing a Tax Preparer

by | Dec 7, 2022 | Taxes

Tax filing season will be here soon. As people begin to gather their documents and receipts in preparation of filing a tax return, many are also choosing to use a professional tax return preparer.  Anyone with an IRS Preparer Tax Identification Number can be a paid...
Get Ready For 2023

Get Ready For 2023

by | Dec 7, 2022 | Taxes

WASHINGTON – The Internal Revenue Service encouraged taxpayers to take important actions this month to help them file their 2022 federal tax returns. This is the second in a series of reminders to help taxpayers get ready for the upcoming tax filing season....