Protecting Yourself from Identity Theft

April 11, 2025
I am very concerned about identity theft. What can I do to protect myself?...

How to Choose a Volunteer Vacation

April 4, 2025
What can you tell me about volunteer vacation programs? I am interested in doing some traveling but would like to connect it to something more...

Creating a Safe Home for Aging in Place

March 28, 2025
My spouse and I are thinking about making some modifications to our home so we can live here comfortably for as long as possible. Can...

Tax Deadline - eFile or Request Extension

April 11, 2025
The April 15 tax deadline is rapidly approaching. The Internal Revenue Service (IRS) reminds taxpayers they should promptly file their tax return. The best practice is to file a return electronically and request any refund...

Tax Payment Plan Options

April 4, 2025
The Internal Revenue Service (IRS) reminded Taxpayers of the April 15 tax filing and payment deadline. If you are not in a disaster area, a combat zone or are living and working abroad, you are...

Correct Tax Returns Speed Up Refunds

March 28, 2025
On March 24, 2025, the Internal Revenue Service (IRS) reminded taxpayers that they can improve the probability of a prompt refund by filing a correct tax return. The IRS offered tax tips on the best...

Gifts of Stock

April 11, 2025
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a significant degree each year. However, long-term stock returns have been reasonably substantial...

Gifts of Cash

April 4, 2025
Many people use their annual gift exclusion as part of an overall estate planning strategy...

Irrevocable Life Insurance Trust (ILIT)

March 28, 2025
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family...