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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.
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Tuesday May 30, 2023
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to...More |
Savvy Living
Can you recommend some solutions regarding nail trimming? My nails have gotten increasingly thicker over time and I struggle with using nail clippers.
Nail health can be an indicator of a person's overall health. If you have brittle, dull or discolored nails, you may want to speak with your primary care physician to rule out fungal infections or other systemic diseases.
Some Original Medicare Part B and Medicare Advantage Part C members have coverage for medically necessary nail trimming and certain foot care services. Routine foot care is covered by Medicare if you have an underlying condition or injury that requires a professional to tend to your feet. You should ask your primary care...More |
Washington News
On May 25, 2023, the Internal Revenue Service (IRS) alerted businesses to be careful about new scams that focus on the Employee Retention Credit (ERC).
The IRS has been monitoring a "barrage of aggressive broadcast advertising" that seriously misrepresents and exaggerates the qualifications for the Employee Retention Credit. Due to the proliferation of ERC scams, the IRS is increasing its effort both in audits and criminal investigations.
IRS Commissioner Danny Werfel stated, "The aggressive marketing of the Employee Retention Credit continues preying on innocent businesses and others. Aggressive promoters present wildly misleading claims about this credit. They can pocket handsome fees...More |
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