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
Early Signs and Symptoms of Diabetes
September 27, 2024
What are the early signs and symptoms of diabetes? I am 60 years old and was just diagnosed with type 2 diabetes. What did I...
How to Find Legal Help When You Cannot Afford a Lawyer
September 20, 2024
Can you recommend any programs or organizations that provide free or low-cost legal services? I need professional legal help but have limited income and minimal...
Health Insurance Options for Early Retirees
September 13, 2024
I plan on retiring in a few months and need health insurance until I can enroll in Medicare. What are my options?...
Washington News
Plan Ahead for End-of-Year Gifts in 2024
September 27, 2024
October is an excellent month to consider plans for end-of-year charitable gifts. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated land...
Benefit in 2024 With an IRA Charitable Rollover
September 20, 2024
Each year, traditional IRA owners of age 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Table. Under the Uniform Table, distributions generally...
Enhanced IRS Taxpayer Support
September 13, 2024
On September 6, 2024, Treasury Secretary Janet Yellen spoke to the Internal Revenue Service (IRS) staff in Austin, Texas. Yellen praised the IRS staff for the improvements in taxpayer services. She started by noting, "Filing...
Personal Planner
What Do You Own?
October 4, 2024
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara...
Chronic Illness - Care of Your Property
September 27, 2024
If you have a chronic illness, you will need to care both for your person and for your property. There are specific preparations that are important to care for your property...
Chronic Illness - Care of Your Person
September 20, 2024
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of...
