Estate Plan & Taxes

  • IRS Impersonation Scams
    You’re sitting at home relaxing. The phone rings. The person on the other end claims to represent the IRS and demands immediate payment on ...
  • A-Z of Estate Planning
    S – “S” stands for S PENDTHRIFT TRUST PROVISION.  A SPENDTHRIFT TRUST PROVISION allows the creator of a trust (“Settlor”) to create a tru...
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    New Medicare Cards are Coming Soon! Starting April 1, 2018, the government will be issuing new Medicare cards that do not use your so...