Replacing Important Documents

March 14, 2025
How do I replace important documents that were lost when our home burned down? We lost everything including our house deed, car titles, tax returns...

When to Worry About Your Memory

March 7, 2025
I have become more forgetful and am concerned it may be an early sign of dementia. Are there any memory screening tools or services to...

How Service Dogs Can Help

February 28, 2025
My parent suffers from chronic arthritis and Parkinson’s disease, and I am considering getting an assistance dog to help. What are some considerations regarding service...

Direct File Expands to 25 States

March 14, 2025
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25...

Avoid the Top Tax Return Errors

March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic returns tend to have fewer errors, there are still many taxpayers who improperly report their...

Prepare for Natural Disasters in 2025

February 28, 2025
As homeowners view the devastation from the Eaton and Pacific Palisades fires in Southern California, it is a good opportunity to review your preparations in case of a natural disaster...

'Wait A While' Trust

March 14, 2025
Bill and Clara were talking to their attorney Susan about gifts for their family...

'Give It Twice' Trust

March 7, 2025
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away...

Trusts for Creative Spenders

February 28, 2025
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child...