Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
How to Make the Most of Your Doctor's Visit
November 29, 2024
What is the best way to prepare for a doctor’s appointment?...
Medication Organization Tools
November 22, 2024
Can you recommend pill boxes and medication reminder devices? I started taking several new prescription medications, in addition to the vitamins I usually take. I...
How to Write a Living Will
November 15, 2024
What is the best way to begin writing a living will? I am getting older and facing health challenges, so I would like to get...
Washington News
Time to Prepare for Tax Filing
November 29, 2024
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her potential credits, deductions and tax refunds...
Parents Protect Children and Teens with Good Online Security
November 22, 2024
The Internal Revenue Service (IRS) reminds parents to urge their children and teens to protect personal and financial information. The IRS Security Summit offers tips to parents during National Cybersecurity Month...
IRS Highlights IRA Gifts
November 15, 2024
On November 14, 2024, the Internal Revenue Service (IRS) explained that traditional IRA owners could make up to $105,000 in tax-free charitable donations this year through qualified charitable distributions (QCD)...
Personal Planner
Wills - Good and Bad
December 6, 2024
More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true recipients of the estate of Business Owner who passed away in 1976. With...
Wills - Perils of Probate
November 29, 2024
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's heir" and submitted wills with themselves as beneficiaries...
IRA and 401(k) Designated Beneficiary Options
November 22, 2024
Each year, IRAs and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 73 and then slowly increase, many IRA and 401(k) plans earn more than...
