Year-End Tax Planning Checklist

For the past two years, I’ve been the primary caregiver for my 94-year-old mom.  The experience has been both challenging and—unexpectedly—rewarding. Everyone’s journey looks different, but there are common threads. Caring for aging parents requires planning, flexibility, compassion, and a strong support system. Here are a few lessons that I’ve learned that may help guide [...]

Summary points: This article outlines and describes some of the most important legal documents you’ll need to include as part of your end-of-life planning, including: Your last will and/or living trust determine how assets are passed on after your death; a living trust may also determine how assets are used and distributed if you are [...]

Beginning September 30, 2025, the U.S. Treasury will no longer issue paper checks for most federal payments. This change affects how Social Security benefits, tax refunds, trust and estate payments, and other government disbursements are delivered. All payments will transition to Electronic Funds Transfer (EFT), such as direct deposit into a bank account or a U.S. Treasury–issued Direct Express® [...]