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 Sure Your End-of-Life Wishes Are Followed
July 24, 2026
I had a living will with an advance directive prepared about 10 years ago documenting my end-of-life medical wishes, but...
Medicare and Telehealth Visits
July 17, 2026
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits,...
Locating Assets After a Loved One Passes Away
July 10, 2026
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware...
Washington News
$1.5 Billion Deposited in Child Retirement Accounts
July 24, 2026
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Identity Protection PINs Help Safeguard Taxpayers
July 17, 2026
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Summer Launch for IRS Security Summit
July 10, 2026
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Personal Planner
Who Will Receive Your Property?
July 24, 2026
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan...
Important Life Decisions
July 17, 2026
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
Bypass the Estate Tax
July 10, 2026
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating...
