Monthly archives:May 2018
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6 years ago
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We're often asked what Estate Planning services we offer. Our answer is that we evaluate each client's unique situation to create comprehensive and customized Estate Plans that include Lifetime Living Documents to protect clients in the event of an emergency or crisis situation and Wills and Trusts ... [read more]
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6 years ago
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The latest IRS telephone scam involves taxpayers receiving calls from criminals who are claiming to need to collect taxes with demands for this payment to be made with a pre-paid gift card. These criminals are able to fake the IRS phone number that shows on taxpayers' caller id devices and often per... [read more]
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