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Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
Be Wary of Winter Heart Attacks
December 27, 2024
I have heard that people with heart problems need to be extra cautious during the winter because heart attacks are much more common during that...
What Happens to Your Debt When You Die?
December 20, 2024
I am concerned about my credit card debt and the possibility that my children will have to pay off my debt after I die. Are...
How to Effectively Communicate with Your Doctor
December 13, 2024
How can I improve communication with my doctors? Over the past few years, I have felt at a loss for words during appointments and need...
Washington News
2025 Tax Filing Season Coming Soon
December 27, 2024
The Internal Revenue Service (IRS) reminds taxpayers that the 2025 filing season is rapidly approaching. The IRS is attempting to provide improved taxpayer services. One of the primary ways for taxpayers to benefit is to...
Business, Medical and Charitable Mileage Rates in 2025
December 20, 2024
On December 19, 2024, the Internal Revenue Service (IRS) published the standard mileage rates for 2025. The business use rate increased $0.03 to $0.70 per mile...
Strong Passwords Can Protect Data from Identity Thieves
December 13, 2024
The holiday season is a prime time for identity thieves to target victims. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense against online...
Personal Planner
Online Accounts
January 3, 2025
At any given time, the average American maintains between 30 and 80 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts...
Living Trusts Versus Wills
December 27, 2024
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994...
Ten Reasons to Update Your Estate Plan
December 20, 2024
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are in place. All of your records are safely in place and carefully...
