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
Food Assistance Programs
January 3, 2025
My parent is struggling to afford groceries and would like to know if they are eligible for food stamps or any other type of assistance...
Be Wary of Winter Heart Attacks
December 27, 2024
I have heard that people with heart problems need to be extra cautious during the winter because heart attacks are much more common during that...
What Happens to Your Debt When You Die?
December 20, 2024
I am concerned about my credit card debt and the possibility that my children will have to pay off my debt after I die. Are...

Washington News
Charitable Planning in 2025
January 3, 2025
A new year provides an excellent opportunity to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated property...
2025 Tax Filing Season Coming Soon
December 27, 2024
The Internal Revenue Service (IRS) reminds taxpayers that the 2025 filing season is rapidly approaching. The IRS is attempting to provide improved taxpayer services. One of the primary ways for taxpayers to benefit is to...
Business, Medical and Charitable Mileage Rates in 2025
December 20, 2024
On December 19, 2024, the Internal Revenue Service (IRS) published the standard mileage rates for 2025. The business use rate increased $0.03 to $0.70 per mile...

Personal Planner
Bequests to Your Favorite Charity
January 10, 2025
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity...
Online Accounts
January 3, 2025
At any given time, the average American maintains between 30 and 80 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts...
Living Trusts Versus Wills
December 27, 2024
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994...
Finance News
Stocks
Tyson Posts Quarterly Results
May 9, 2025
Tyson Foods, Inc. (TSN) released its second quarter earnings report on Monday, May 5. The company reported lower than expected sales, causing its stock to trade down 9% following the release of the report...
Bonds
Treasury Yields Fluctuate
May 9, 2025
U.S. Treasury yields varied throughout the week as investors looked ahead to the Federal Reserve’s policy update on interest rates. Yields trended higher at the end of the week as the latest jobs data showed...
Interest
30-Year Mortgage Rate Unchanged
May 9, 2025
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, May 8. While 30-year mortgage rate held steady, 15-year rate edged slightly lower...