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Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
Safe Driving Tips
February 7, 2025
My parent is starting to experience memory issues but wishes to continue to drive. When is it time for someone to stop driving?...
How Long to Keep Financial Records
January 31, 2025
Is there a rule of thumb on how long someone should keep their financial documents? I have filing cabinets filled with receipts, bank statements and...
Assisting a Parent with Excessive Clutter
January 24, 2025
My parent has always saved a large number of items. Since my other parent passed away, the clutter has become overwhelming. Do you have suggestions...
Washington News
Top Tips for Choosing a Tax Preparer
February 7, 2025
As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax preparer can help avoid identity theft, and financial harm. While most tax preparers are qualified...
Top Tax Tips for Easy Filing
January 31, 2025
On January 30, 2025, the Internal Revenue Service (IRS) published six top tips to make filing a 2024 tax return easier. The IRS explained these tips are also available on IRS.gov on the "Let us...
Home Energy Credits Available in 2025
January 24, 2025
The Internal Revenue Service (IRS) published an updated frequently asked questions (FAQs) fact sheet on energy-efficient home improvement credits. The two credits available are the Energy Efficient Home Improvement Credit and the Residential Clean Energy...
Personal Planner
Trusts for Surviving Spouse
February 14, 2025
There are three different basic types of trusts for a surviving spouse: a qualified terminable interest property trust (QTIP), a qualified domestic trust (QDOT) or a charitable remainder trust (CRT)...
Income for Surviving Spouse
February 7, 2025
Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,600,000. When Elliot was 70, he rolled over his $600,000 qualified retirement plan into an IRA. Because he...
How to Fund Your Living Trust
January 31, 2025
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust...
