Latest Articles

Year-End Tax Planning for 2022

Nov 11, 2022

As of this writing, we are only about six weeks away from the end of 2022. If you have a lot to do b...

Cost of Living Adjustment Numbers for 2023

Nov 10, 2022

The Internal Revenue Service recently announced the 2023 inflation adjustments for dozens of tax pro...

Talking With Your Elderly Parents About Financial Scams

Oct 26, 2022

Older people have a number of traits that make them both appealing, and vulnerable, to scammers. The...

“Newman’s Own” Estate Plan Problems

Oct 24, 2022

Last month, we discussed the problems created by Anne Heche not having an estate plan in place bef...

Medicare Open Enrollment Checklist For 2023

Oct 20, 2022

Autumn isn’t usually thought of as a time for new beginnings, but every fall, Medicare plan enroll...

What You Need to Know About Real ID

Sep 28, 2022

Do you know what REAL ID is, and whether you need to get one? The REAL ID card has been in the works...

Anne Heche Leaves an Estate With No Direction

Sep 08, 2022

Actor Anne Heche made recent headlines with a dramatic car crash into a house that resulted in her d...

What to Know About Portability

Aug 25, 2022

The months after the loss of a spouse are difficult for a variety of reasons, not the least of which...

Required Minimum Distributions and the Qualified Charitable Deduction

Aug 18, 2022

As people move into their seventies, a couple of things are likely to happen. They may become increa...

Thoughts on Being a Personal Representative

Aug 09, 2022

Serving as a personal representative of someone’s estate (or as trustee of their trust) is a great...