News
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Personal Planner
'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about gifts for their family. Clara: "It may be time to start the inheritance process. Our...
Washington News
Direct File Expands to 25 States
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...
Savvy Living
Replacing Important Documents
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,...
