News

Tuesday January 28, 2020

'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance...
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Monitoring Solutions for Loved Ones with Dementia
Savvy Living
My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get back. Can you recommend some monitoring technology devices or any other solutions that can help me keep tabs on him? This is a concern for millions of Americans caring for a loved one with dementia at home. According to the Alzheimer's Association, about 60% of people who suffer from dementia wander at some point. For caregivers, this can be frightening because many of those who wander end up confused and lost, even in their own neighborhood. Additionally, they are unable to...
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IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS Preparer Tax Identification Number (PTIN). A paid preparer must sign each return and include his or her PTIN. If a tax preparer is not willing to sign the return, consumers should be on guard. This is particularly a risk if the tax preparer promises a large refund or if a preparation fee is based on the size of the refund. Your ghost preparer may also have...
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