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
CPAP Alternatives for Sleep Apnea
October 4, 2024
I was diagnosed with sleep apnea and have been trying to use a CPAP device for the past six months but cannot tolerate it. Are...
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...

Washington News
30 Million Potential 2025 Direct File Users
October 4, 2024
The Internal Revenue Service (IRS) announced that there are 24 states participating in the Direct File program for the 2025 Filing Season...
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...

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...
Finance News
Stocks
Nike Reports Quarterly Results
December 27, 2024
Nike, Inc (NKE) reported its fiscal second quarter results on Thursday, December 19. Despite the company reporting better-than-expected earnings, shares fell approximately 4% following release of the report...
Bonds
Treasury Yields Rise
December 27, 2024
U.S. Treasury yields rose earlier in the holiday week as investors reacted to the latest economic data. Yields continued to increase towards the end of the week after jobless claims fell more than expected...
Interest
Mortgage Rate Increases Persist
December 27, 2024
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, December 26. The survey showed mortgage rates continuing to rise for the second consecutive week...