News & Info

When you execute an estate plan, chances are you’re enthusiastic about how well your plan is going to work for you and relieved to have what...

Much has been written and contemplated about the care that an individual needs to age successfully, and even more has been written on how...

Before you renew your passport and leave the Country, you will want to make sure that you are not seriously delinquent on your tax debt. IRC...

The Thrift Savings Plan (“TSP”) is a 401(k)-style retirement savings plan for federal employees and military personnel.  When these employees...

On August 8, 2019, the U.S. Department of Labor (DOL) issued opinion letter FMLA2019-2-A which set forth that employees may take leave under...

In recent years, the percentage of couples getting married has declined, and those who do get married, are getting married later. In fact,...

Image credit to https://www.pexels.com/ Did you know that diet may be the best way to fight aging? The benefits of diet and exercise have...

Here are a few reasons you might have received a tax notice instead of your refund… After completing the dreaded task of filing your tax return,...

Did you used to itemize your deductions before 2018?  Do you miss being able to deduct unreimbursed work-related expenses like mileage,...

Many parents travel for work or otherwise send children to stay with a relative for temporary points in time, entrusting others with the care...

If you have a family member or loved one who is unable to live at home any longer, you may feel anxious about leaving them alone with strangers...

Often clients will ask about giving or loaning money to family members. Questions range from “Will I pay tax?” to “Is this a good idea?” While...

If you are like most taxpayers, you do not enjoy opening mail from the IRS, especially if the IRS is after you to collect a tax liability....

Many of our readers have two things in common: (1) they are not fans of “traditional” long-term care insurance, and (2) they are not fans...

Signed into law on June 6, 2018, the MISSION Act is designed to strengthen the ability of the Department of Veteran’s Affairs (VA) to deliver...

For many Americans, owning a pet – whether it’s a dog, cat, bird, or other type of animal – is a major part of a fulfilled and happy life....

Tax deferral has long been one of the most powerful money saving strategies in existence and few options rival the concept of the stretch...

Internal Revenue Service (“IRS”) Form 8379 Injured Spouse Allocation is a form that can be submitted with the jointly filed individual tax...

In a previous newsletter article, I mentioned that choosing the right Social Security claiming strategy could increase your retirement income...

In December 2014, the Achieving Better Life Experience Act (ABLE) was signed into law, allowing persons with a disability onset prior to age...