In this issue of our Estate Planning Newsletter
Filing the Final Tax Return
When you’re a spouse or personal representative of a deceased individual’s estate, you discover that even the deceased needs to file a final tax return.
How To Find a Caregiver
When you or your loved one needs more care than the family can provide, one option is to hire an in-home aide. But how do you find a dependable caregiver?
Should You Refinance for a Shorter Term?
If you refinance a 30-year mortgage to a 10-, 15- or 20-year loan, you can pay off your home faster.
Tax-Free Municipal Bonds: Worth It?
Municipal bonds are issued by states and municipalities. Their most appealing features are their tax-exempt and lower-risk status. Are they right for you?