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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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Sunday March 16, 2025
Personal Planner
Bill and Clara were talking to their attorney Susan about gifts for their family.
Clara: "It may be time to start...More |
Savvy Living
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, Social Security and Medicare cards, birth certificates, marriage license and passports.
Losing your home in a fire is a devasting event, made even more difficult by the loss of your personal belongings and important documents. Replacing essential documents destroyed in a fire, however, can be a straightforward process once you know where to turn. Here are some resources to help you get started.
Birth certificates: If you were born in the United States, you can replace your birth certificate by contacting the vital records office in the state...More |
Washington News
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 enhanced and expanded this year to be available in 25 states. There are multiple benefits for taxpayers who want to use the free Direct File program.
1. How To Direct File — The Direct File program is available in English or Spanish. Taxpayers may import data from an IRS account and use a step-by-step method to complete their return. Many taxpayers will also have a state return option available. There is IRS customer support available in both English and Spanish.
2. Participating States — The Direct File program is currently...More |
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