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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.

5 tax moves to make this August

5 tax moves to make this August

This month is a good time to make some tax moves that could save you some (or more) dollars and/or keep you out of tax trouble. Here are five to consider. 1. File your 2022 return by Aug. 15.OK, this applies only to a few, relatively speaking, taxpayers. But Tax Day,...
TAX PENALTY-AFTER EXTENSION

TAX PENALTY-AFTER EXTENSION

Interest Interest accrues on your unpaid balance and compounds daily from April 18 (which was the tax deadline for most people) until you pay the balance in full. Interest rates on underpayments of tax are set each quarter. For non-corporate taxpayers, the rate is...
Tax tips for first-time filers

Tax tips for first-time filers

The Internal Revenue Service receives tax returns from millions of Americans each year. They’re all first-time filers. Whether you are a first-time or experienced taxpayer, dealing with the IRS can be intimidating. For newbies, the task also can be overwhelming....
Benefits of Hiring a Tax Consultant

Benefits of Hiring a Tax Consultant

Tax Filing Consultant Do you find it difficult to file your income taxes? If yes, then you are not alone in it. Many people find filling their taxes onerous because it requires accounting and taxation acumen. But, you can reach out to a tax filing consultant to get...