News

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Personal Planner

Your Living Trust Choices

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during...

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Washington News

Year-End Preparation for Taxes

In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your...

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Savvy Living

How to Create a Safe 'Aging in Place' Home

My husband and I are thinking about making some modifications to our home so we can remain living there for as long as possible. Can you recommend...

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