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IMPORTANT SCAM ALERT: The IRS will NEVER request personal or financial information by email, text, or social media. Read about just one of the many scams that criminals use to take advantage of you here:

"Reality is the leading cause of stress amongst those in touch with it" - Jane Wagner What’s stressing you out and what are you doing about it? Interestingly, Stress Awareness Month has been held every April since 1992. To find out more about the Health Resource Network’s educational programs… Since you’re on

If you are filing taxes this year, you should consider getting a Taxpayer Security IP PIN (Identity Protection Personal Identification Number) from the IRS. This 6-digit IP PIN gives you an extra layer of security to prevent someone from using your Social Security Number to file a bogus tax return.

Make Sure Your Estate Plan Protects your Special Needs Child – Part 1: ABLE Accounts March is Developmental Disabilities month, and for families with special needs children, it is a great time to take a second look at their estate plans to make sure that their plan will protect their family

All of us at Cooper, Adel, Vu & Associates applaud the efforts of the volunteers and associates at the American Red Cross. Now, more than ever, we have all become acutely aware of the impact of disasters of all kinds. Learn more about the American Red Cross and how you

Happy International Women's Day! Here are some food for thought… “Here’s to strong women: May we know them. May we be them. May we raise them.” –Unknown  “Women are the largest untapped reservoir of talent in the world.” –Hillary Clinton “To tell a woman everything she cannot do is to

Do I Need an Attorney to Settle an Estate at Death? MAYBE NOT IF… The family situation is uncomplicated (never divorced or re-married,  few beneficiaries who are competent adults) And… everyone gets along And… the assets of the estate are straightforward (accounts are consolidated, there are no tax-deferred assets to sort

It's important to trust your tax preparer has the expertise and discretion to handle your most personal details - income, social security numbers, marriage, children. Make sure your tax preparer is a professional and is set up to assist you whenever and however needed.

Many people believe that they should leave their assets to their children equally. In some cases, it works, but there are some where it doesn’t. Consider each child individually and plan to give them what they need. As the song goes, “You don’t always get what you want, but sometimes,