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 Service Dogs Can Help
February 28, 2025
My parent suffers from chronic arthritis and Parkinson’s disease, and I am considering getting an assistance dog to help. What are some considerations regarding service...
Do I Need to File a Tax Return in 2025?
February 21, 2025
What are the income tax filing requirements for this tax season? I retired last March and no longer have earned income. Am I still required...
Home Blood Pressure Monitoring Tips
February 14, 2025
Can you provide any tips on choosing and using a home blood pressure monitor?...
Washington News
Prepare for Natural Disasters in 2025
February 28, 2025
As homeowners view the devastation from the Eaton and Pacific Palisades fires in Southern California, it is a good opportunity to review your preparations in case of a natural disaster...
Tax Tips for Smooth Filing
February 21, 2025
With the 2025 tax season in full motion, the Internal Revenue Service (IRS) published a guide with top tax tips for taxpayers...
Avoiding Scammers Who Claim They Are IRS Agents
February 14, 2025
During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS is concerned because phone, text, email, and in-person scams are taking place...
Personal Planner
'Give It Twice' Trust
March 7, 2025
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away...
Trusts for Creative Spenders
February 28, 2025
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child...
Trusts to Protect Children
February 21, 2025
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs...
