Do You Need a Digital Will?

August 2, 2024
My spouse and I had our estate plan - including a will, power of attorney and advance directive - drawn up about 10 years ago...

Hiring a Caregiver for In-Home Help

July 26, 2024
I need a qualified in-home caregiver to help my elderly parent who lives alone. What is the best way to arrange this?...

Tips to Prevent and Treat Age-Related Macular Degeneration

July 19, 2024
My parent lost much of their vision from age-related macular degeneration (AMD). Is macular degeneration hereditary? What can you tell me?...

Protect Your Clients & Yourself with IP PINs

August 2, 2024
The Internal Revenue Service (IRS) Security Summit partners reminded taxpayers they can be protected against tax-related identity theft with an IRS Identity Protection PIN. These PINs are a strong defense against identity thieves. You can...

Identity Theft Red Flags

July 26, 2024
In a special series, the Internal Revenue Service (IRS) and its Security Partners have published several articles to assist tax preparers in helping their clients avoid identity theft...

Identity Theft Red Flags

July 26, 2024
In a special series, the Internal Revenue Service (IRS) and its Security Partners have published several articles to assist tax preparers in helping their clients avoid identity theft...

Helping Children Tomorrow

August 9, 2024
Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the 1940s or 1950s and have a strong desire to save and invest in order...

Helping Children Today

August 2, 2024
When children are in their 30s and 40s, they frequently are starting a new career or beginning a family. Many are still paying off school debts...

Do You Have a Difficult Family?

July 26, 2024
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court...