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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.
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Sunday June 21, 2026
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and...More |
Savvy Living
What tips can you recommend for finding affordable prescription eyeglasses? I currently have vision coverage through my employer’s insurance plan but will lose it when I retire in a few months and sign up for Medicare.
Eyeglasses can be expensive, with a basic pair often costing around $150 to $350, while bifocals or progressive lenses can easily double or triple in price. The good news is that with a few strategies, you can keep costs manageable once you retire and transition to Medicare.
Medicare & Insurance
Original Medicare and Medigap plans generally do not cover routine eye exams or eyeglasses, except after cataract surgery, when Part B helps pay for corrective lenses. But...More |
Washington News
The Internal Revenue Service Criminal Investigation (IRS-CI) division is responsible for protecting senior taxpayers from fraud schemes. On World Elder Abuse Awareness Day held on June 15, IRS CEO Frank Bisignano explained that the IRS is making substantial efforts to protect senior taxpayers.
IRS Criminal Investigation Chief Jarod Koopman stated, "Criminals who target elderly Americans often think they can hide behind fake names, fake stories, and complex financial trails, but that is exactly where IRS-CI is strongest."
Koopman continued by explaining that the IRS understands the importance of protecting seniors. Koopman stated, “We know how devastating these crimes...More |
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