Thursday December 5, 2019

Exciting events are happening at TWR
Our News
Thank you for your interest in TWR. Our hope is to serve you and your family with helpful information.
How to Create a Safe 'Aging in Place' Home
Savvy Living
My husband and I are thinking about making some modifications to our home so we can remain living there for as long as...
Year-End Preparation for Taxes
Washington News
In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your refund. Refund Factors – The IRS attempts to issue most refunds within 21 days. Some refunds will take longer because there are security issues, errors in filing or a claim for the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC). If you have been a victim of identity theft in the past, there may be added review of your return. You should be able to learn about any refund delay with the "Where's My Refund" tool on Year-end Bonus or Holiday Pay – Many taxpayers benefit from financial gains toward the end of the year. These may include a bonus from your employer, extra holiday pay, stock dividends or mutual fund distributions. If you anticipate a substantial gain or added income, it may be wise to...
Your Living Trust Choices
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many...