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Saturday December 7, 2019

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Personal Planner

Personal Planner

Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the basic principles of the living trust. Living Trust...
Washington News

Washington News

Washington News
In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your refund. Refund Factors – The IRS attempts to issue most refunds within 21 days. Some refunds will...
Savvy Living

Savvy Living

Savvy Living
My husband and I are thinking about making some modifications to our home so we can remain living there for as long as possible. Can you recommend some good resources that can help us with aging in place ideas? Many retirees, like you and your...
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