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
Do I Need to File a Tax Return in 2025?
February 21, 2025
What are the income tax filing requirements for this tax season? I retired last March and no longer have earned income. Am I still required...
Home Blood Pressure Monitoring Tips
February 14, 2025
Can you provide any tips on choosing and using a home blood pressure monitor?...
Safe Driving Tips
February 7, 2025
My parent is starting to experience memory issues but wishes to continue to drive. When is it time for someone to stop driving?...
Washington News
Tax Tips for Smooth Filing
February 21, 2025
With the 2025 tax season in full motion, the Internal Revenue Service (IRS) published a guide with top tax tips for taxpayers...
Avoiding Scammers Who Claim They Are IRS Agents
February 14, 2025
During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS is concerned because phone, text, email, and in-person scams are taking place...
Top Tips for Choosing a Tax Preparer
February 7, 2025
As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax preparer can help avoid identity theft, and financial harm. While most tax preparers are qualified...
Personal Planner
Trusts for Creative Spenders
February 28, 2025
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child...
Trusts to Protect Children
February 21, 2025
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs...
Trusts for Surviving Spouse
February 14, 2025
There are three different basic types of trusts for a surviving spouse: a qualified terminable interest property trust (QTIP), a qualified domestic trust (QDOT) or a charitable remainder trust (CRT)...
