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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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Monday July 20, 2026
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just...More |
Savvy Living
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very tech savvy. How does Medicare cover these kinds of appointments?
Many older adults are running into the same issue. Getting to appointments is not as easy as it used to be and the idea of using technology for doctor visits can feel a little intimidating at first.
The good news is that telehealth has made it much easier to access care from home, and most individuals find that using it is simpler than they expected. Medicare also covers many of these services, making telehealth more affordable and accessible for eligible beneficiaries. Here is a look at...More |
Washington News
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard against fraudulent tax return filings.
An IP PIN is a unique six-digit number known only to the taxpayer and the IRS that must be included on federal income tax returns to verify the taxpayer's identity. Once issued, the IP PIN prevents identity thieves from filing a fraudulent tax return that uses the taxpayer's Social Security number or Individual Taxpayer Identification Number (ITIN), even if the taxpayer is not otherwise required to...More |
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