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?

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