Sunday October 1, 2023


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Personal Planner
Separate & Joint Property
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan to leave 50% of my share to Pete and the...
Washington News
IRS Chatbots Help 13 Million Taxpayers
In IR-2023-178 the Internal Revenue Service (IRS) announced the use of...
Savvy Living
Does Medicare Cover Getting a Second Medical Opinion?
The doctor I currently see thinks I need a knee replacement, but I would like to get some other treatment options before I proceed. Does Medicare cover second medical opinions? Medicare will pay for a second opinion if...