When to Worry About Your Memory

March 7, 2025
I have become more forgetful and am concerned it may be an early sign of dementia. Are there any memory screening tools or services to...

How Service Dogs Can Help

February 28, 2025
My parent suffers from chronic arthritis and Parkinson’s disease, and I am considering getting an assistance dog to help. What are some considerations regarding service...

Do I Need to File a Tax Return in 2025?

February 21, 2025
What are the income tax filing requirements for this tax season? I retired last March and no longer have earned income. Am I still required...

Avoid the Top Tax Return Errors

March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic returns tend to have fewer errors, there are still many taxpayers who improperly report their...

Prepare for Natural Disasters in 2025

February 28, 2025
As homeowners view the devastation from the Eaton and Pacific Palisades fires in Southern California, it is a good opportunity to review your preparations in case of a natural disaster...

Tax Tips for Smooth Filing

February 21, 2025
With the 2025 tax season in full motion, the Internal Revenue Service (IRS) published a guide with top tax tips for taxpayers...

'Wait A While' Trust

March 14, 2025
Bill and Clara were talking to their attorney Susan about gifts for their family...

'Give It Twice' Trust

March 7, 2025
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away...

Trusts for Creative Spenders

February 28, 2025
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child...