Social Security Fairness Act signed into law
"President Biden signed the federal Social Security Fairness Act (H.R. 82) into law on Sunday,…How a Living Trust Impacts Your Taxes
For many of us, it's the time of year for reflecting, making resolutions and setting…Access retirement funds in a disaster
"The SECURE 2.0 Act makes it easier for qualified individuals impacted by a federally declared…Tax Planning Resource
"IRS-certified volunteers can help their community during tax season Every filing season, IRS-certified volunteers help qualified individuals…Contacted about a long-lost relative’s inheritance? Hold on a minute!
"The FTC has been getting reports of people getting letters in the mail from a…Keep personal information safe under digital lock and key
Hello and happy late Fall! We've recently found some IRS Tax Tips to be very…Come Join us for the 2024 Santa Barbara Senior Expo!
Each year in October, we are excited to be part of this amazing event. Please…Planning for your Pet in a Trust
Those of us who think of our companion animals as family members are becoming aware…California Conservatorship Facts
"The movie I Care a Lot has raised a lot of interest and questions surrounding Conservatorships (which…Elder Financial Abuse
"Experts say that it’s difficult to know exactly how many older Americans fall victim to…