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 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...
Health Insurance Options for Early Retirees
September 13, 2024
I plan on retiring in a few months and need health insurance until I can enroll in Medicare. What are my options?...
Tips for Choosing a Walker
September 6, 2024
Can you give me some tips on choosing an appropriate walker for my parent? My parent has some balance issues as well as arthritis and...
Washington News
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...
Enhanced IRS Taxpayer Support
September 13, 2024
On September 6, 2024, Treasury Secretary Janet Yellen spoke to the Internal Revenue Service (IRS) staff in Austin, Texas. Yellen praised the IRS staff for the improvements in taxpayer services. She started by noting, "Filing...
September is Peak Hurricane Season
September 6, 2024
With the peak hurricane season in September, the Internal Revenue Service reminds taxpayers to protect their tax and financial records...
Personal Planner
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...
Planning for Senior Care
September 13, 2024
Planning for retirement and senior care is very important. The activities of daily living for a senior person include eating, dressing, bathing and walking or moving...
Planning with a Serious Illness
September 6, 2024
If at some point in life you have a serious illness, there are a number of planning options that should be considered...
