Safe Deposit Boxes

Do you have a safe deposit box?  If so, do you know what is in it?  Do you need it?  In my years of estate administrations, I have seen safe deposit boxes containing very valuable items such as jewelry, coins, silver and cash all the way to empty utility envelopes and the “stuffers” that we […]

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Saying “I DO”

You or someone you know is planning or has taken the step to say “I DO”.  Marriage changes many things and taxes is one of them. Newlyweds should know how tying the knot can affect their tax situation.  And the effect happens long before you file your first “Married, filing jointly” income tax return.  Here […]

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Things to Remember When Selling a House

The temperatures outside are hot and so is the current real estate market.  It is a seller’s market.  Just speak with a realtor or a real estate attorney.  Kelly Dugan, real estate attorney at Capehart, has shared that despite her years of handling real estate transactions, she is seeing new situations almost daily.  There are […]

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Last Instructions

If something were to happen to you right this very moment, how easy or difficult would it be for your loved ones to step in and take care of your affairs – whether you were temporarily unable to handle your affairs or if you passed suddenly?  Would they be able to find information as to […]

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Handling Sensitive Information

Whether you think about your home or your office (in office or remote office), do you have confidential or sensitive information out in the open?  Easily accessible?  If a visitor were to come near your work area, could information be breached?  Do you have either professional or personal information easily accessible whether it be on […]

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Birthday Basics

You will never forget your birthday (even though you may want to). Every time you make another trip around the sun (a year), it is good to reflect on what has changed in your life and what you have accomplished. Estate planning is probably something that rarely is among these thoughts. Many people think that […]

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Income Tax Refund Myths

Tax season is once again behind us and if you are entitled to a refund, you are anxiously awaiting for the same.  But, with the pandemic, some people are still awaiting their 2019 refunds, let alone their 2020 refunds.  There are facts about receiving your refund and there are plenty of myths about refunds.  Here […]

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Do You Owe Money to the IRS? Help is Available.

So, the dreaded news is received – you owe the IRS.  What to do?  Fear not; there is help available.  It is called an offer in compromise and may help some taxpayers. An offer in compromise is an agreement between the taxpayer and the IRS that settles a tax debt for less than the full […]

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Joint Owner vs. POA

Getting your financials in order is something everyone would like to accomplish. Making sure that the bills are being paid isn’t something that many people want to worry about. As we grow older, we may need assistance from a family member or a friend. Assistance can be what we consider simple tasks such as getting […]

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Who’s on Your Team?

Team?  Do you really have a team?  Think about it – you certainly do.  In fact, you probably have several teams – medical, financial/legal, family, friends, etc.  In this blog, I am going to address the importance of your financial/legal team.  In years gone by, we would go to a doctor who would treat us […]

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