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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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How to handle a tax audit

How to handle a tax audit

by | Jan 17, 2023 | Taxes

Don’t panic! The keys to success are being well prepared, establishing credibility right away, and keeping your wits about you. The IRS wanting to examine your return is quite a shock, no matter why you were chosen. You could not escape the anxiety that comes...