If you are the executor of someone’s will, it is your responsibility to settle their estate after they die. Among other things, you will need to prepare and file a court accounting with the probate court. A court accounting is … Read More
If you are thinking about setting up a trust or making gifts in trust, you need to begin thinking about who you will designate, other than yourself, as a trustee. Most people choose their partner or children to be their … Read More
Cybercriminals and phony tax preparers are looking to steal your refund dollars. Are you ready to say no? It’s tax season and that means the scammers are working at full throttle to steal your money. Phone calls and phony tax … Read More
One of the most significant changes brought about by the Tax Cuts and Jobs Act (TCJA) last year was the elimination of certain personal itemized deductions. Starting this year, and continuing through 2025, taxpayers will no longer be able to … Read More
We’ve heard it for years – the only sure things in life are death and taxes. Preparing for the end of life is one of those things you know you need to do – but have you actually sat down … Read More