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 Effectively Communicate with Your Doctor
December 13, 2024
How can I improve communication with my doctors? Over the past few years, I have felt at a loss for words during appointments and need...
What Will Medicare Cost in 2025?
December 6, 2024
Social Security benefits will receive a 2.5% cost-of-living increase in 2025. What will Medicare Part B monthly premiums be in 2025 and when do surcharges...
How to Make the Most of Your Doctor's Visit
November 29, 2024
What is the best way to prepare for a doctor’s appointment?...
Washington News
Strong Passwords Can Protect Data from Identity Thieves
December 13, 2024
The holiday season is a prime time for identity thieves to target victims. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense against online...
Deadline for IRA Required Minimum Distributions
December 6, 2024
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS) reminds taxpayers over age 73 to take a required minimum distribution (RMD) by December 31...
Time to Prepare for Tax Filing
November 29, 2024
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her potential credits, deductions and tax refunds...
Personal Planner
Ten Reasons to Update Your Estate Plan
December 20, 2024
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are in place. All of your records are safely in place and carefully...
Passing Unequal Shares in Your Will
December 13, 2024
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a parent might...
Wills - Good and Bad
December 6, 2024
More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true recipients of the estate of Business Owner who passed away in 1976. With...
