Does Medicare Cover Annual Physical Exams?

June 20, 2025
Does Medicare cover annual physical exams? I have gotten a physical every year and would like to find out what Medicare covers when I sign...

Gravesite Maintenance Options

June 13, 2025
Can you recommend any services that offer gravesite cleaning and care?...

Essential Estate Planning Documents

June 6, 2025
What legal documents do I need to manage my care and responsibilities if I am ever unable to do so myself?...

Energy Credits Available for 2025

June 20, 2025
The House and Senate are working on a major tax bill. Both the House and Senate propose allowing energy credits for 2025. However, the Senate bill proposes eliminating some energy credits within 180 days after...

Guard Against Phishing Emails

June 13, 2025
As part of its ongoing awareness campaign, the Internal Revenue Service (IRS) Security Summit warns taxpayers and professional advisors to be aware of the latest email phishing scams. Because both tax advisors and individuals are...

Protect Yourself from Summer Scams

June 6, 2025
During the summer season, the Internal Revenue Service (IRS) reminds consumers to protect themselves from potential identity thieves...

Bypass the Estate Tax

June 27, 2025
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...

Gift Tax Surprise

June 20, 2025
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...

Zero-Tax Cash and Trust

June 13, 2025
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...