Monday October 2, 2023
News
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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 other half to my favorite...
Washington News
IRS Chatbots Help 13 Million Taxpayers
In IR-2023-178 the Internal Revenue Service (IRS) announced the use of expanded chatbot technology. Chatbots are computers using artificial intelligence (AI) to answer taxpayer questions. The new chatbots assist taxpayers who receive IRS notices...
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 your current doctor has...
