WOW – who would have ever thought that an electronic Will would become acceptable to probate (file of record with the court as being the decedent’s intentions). Yes, we do so much electronically, but a Will, which back in the day couldn’t have an erasure on it (and I am talking way back in the […]
The Coronavirus has put the world into a tailspin. The impact has gone far beyond the individuals who have contracted the Virus and been taken ill. You hear of more and more cases in the US every day, which are causing behaviors affecting our everyday lives. So, what can we do? STAY CALM. Being reactive […]
We are in the midst of tax season and if you haven’t started to think about your returns, you should begin to do so. E-filing is the best way to file your return as long as it has been prepared electronically using either software or one of the free filing services. If you are lucky […]
Let’s face it – there is always a family member who causes concern, disappointments or heartache. Embarrassing, isn’t it? But you are getting ready to do your estate planning or thought you had it done until something comes up that causes you to think about the situation. So, what do you do? How do you […]
If you haven’t already completed and filed your income taxes, you are getting items together to do so. You anticipate a refund, so why not get your taxes done and get the refund? Even though the IRS issues most refunds in less than 21 days, it’s possible a taxpayer’s refund may take longer. Several factors […]
The tax season is officially upon us and if you anticipate receiving a refund, you want to get that refund as quickly as possible. The best way to receive your refund is to have it directly deposited into your checking or savings account. It is simple, safe and secure and can be deposited into as […]
There cannot be enough said these days about protecting yourself and your electronics. We have conditioned ourselves to the need to have access every minute, it seems. But, do we really stop and think about safety and security when we are using free public WiFi? Should we? We should be very concerned when using free […]
Congress recently passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which affects our nation’s retirement system significantly. It is hoped to help Americans save more by making it easier for individuals to fund their retirement with their own savings. There is concern that with Americans living longer, a significant portion of Americans […]
You are getting organized and one of the areas you think about is protecting your important documents and where you should keep them. Let’s take a look at some possibilities. If you have completed your estate planning, the attorney with whom you worked may offer to keep your documents safeguarded for you. They may have […]
We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one way or another. One of the most common areas is with regard to finances. So, if you are one of those resolution makers, let’s look at some things to consider: First of all, take a […]
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