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
Medication Organization Tools
November 22, 2024
Can you recommend pill boxes and medication reminder devices? I started taking several new prescription medications, in addition to the vitamins I usually take. I...
How to Write a Living Will
November 15, 2024
What is the best way to begin writing a living will? I am getting older and facing health challenges, so I would like to get...
Osteoporosis Risks, Detection and Treatment Options
November 8, 2024
Can a person in their early fifties develop osteoporosis? I fell and broke my wrist last winter, and my doctor told me I might have...
Washington News
Parents Protect Children and Teens with Good Online Security
November 22, 2024
The Internal Revenue Service (IRS) reminds parents to urge their children and teens to protect personal and financial information. The IRS Security Summit offers tips to parents during National Cybersecurity Month...
IRS Highlights IRA Gifts
November 15, 2024
On November 14, 2024, the Internal Revenue Service (IRS) explained that traditional IRA owners could make up to $105,000 in tax-free charitable donations this year through qualified charitable distributions (QCD)...
How to Make an IRA Gift to Charity
November 8, 2024
Each year the Internal Revenue Service (IRS) reminds owners of traditional IRAs who are over 70½ that they may make a charitable gift from a traditional IRA. The IRS refers to an IRA charitable rollover...
Personal Planner
Wills - Perils of Probate
November 29, 2024
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's heir" and submitted wills with themselves as beneficiaries...
IRA and 401(k) Designated Beneficiary Options
November 22, 2024
Each year, IRAs and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 73 and then slowly increase, many IRA and 401(k) plans earn more than...
IRA Charitable Rollover
November 15, 2024
The IRA charitable rollover was created in 2006 and made permanent by Congress in 2015. Another name for an IRA charitable rollover is a qualified charitable distribution. This giving plan is available for IRA owners...
