Are You at Risk for Kidney Disease?

March 21, 2025
What are the risk factors for kidney disease?...

Replacing Important Documents

March 14, 2025
How do I replace important documents that were lost when our home burned down? We lost everything including our house deed, car titles, tax returns...

When to Worry About Your Memory

March 7, 2025
I have become more forgetful and am concerned it may be an early sign of dementia. Are there any memory screening tools or services to...

Avoid Identity Theft During Tax Season

March 21, 2025
During tax season, fraudsters use the latest strategies to steal identities. With the tax filing season in full swing, taxpayers need to remain vigilant for strategies that may involve text messages, emails, phone calls or...

Direct File Expands to 25 States

March 14, 2025
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25...

Avoid the Top Tax Return Errors

March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic returns tend to have fewer errors, there are still many taxpayers who improperly report their...

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...

Life Insurance - Costs and Benefits

March 21, 2025
Let's look at the "top five" reasons people give for not owning life insurance...

'Wait A While' Trust

March 14, 2025
Bill and Clara were talking to their attorney Susan about gifts for their family...