News
Friday March 29, 2024
Savvy Living
Who should get screened for lung cancer and what are the Medicare coverage guidelines? I quit smoking many years ago,...More |
Washington News
On March 18, 2024, the Internal Revenue Service (IRS) reminded taxpayers that the April 15 filing deadline is quickly approaching. To assist taxpayers, the IRS offered ten tips to help avoid tax errors and speed up any potential refund.
Tax-Related Paperwork Taxpayers should collect all Forms W-2 and 1099. You may have other paperwork that supports your charitable tax deductions, education credits and mortgage interest payments. You should also have access to your 2022 tax return.
Electronic Filing There are several ways to file electronic returns. Taxpayers can use the IRS Free...More |
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good...More |
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Our News
Our hope is to serve you with helpful estate planning information because a thoughtfully planned gift brings the greatest benefit to those you care for so deeply.More |
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