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
Assisting a Parent with Excessive Clutter
January 24, 2025
My parent has always saved a large number of items. Since my other parent passed away, the clutter has become overwhelming. Do you have suggestions...
Does Medicare Cover Mental Health Services?
January 17, 2025
What types of mental health services does Medicare cover? I struggle with anxiety and depression, and my primary care provider recommended that I see a...
The Potential Dangers of Excessive Earwax
January 10, 2025
Can excessive earwax cause serious health problems? What can you tell me about this?...
Washington News
Home Energy Credits Available in 2025
January 24, 2025
The Internal Revenue Service (IRS) published an updated frequently asked questions (FAQs) fact sheet on energy-efficient home improvement credits. The two credits available are the Energy Efficient Home Improvement Credit and the Residential Clean Energy...
2025 Tax Filing Season Opens January 27
January 17, 2025
The Internal Revenue Service (IRS) announced that the 2025 tax season will commence on January 27 of this year. The IRS will provide expanded and enhanced tools to help improve customer service...
Free File Open for Tax Filing
January 10, 2025
On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File program, the IRS offers access to free tax software filing programs to millions of qualifying...
Personal Planner
How to Fund Your Living Trust
January 31, 2025
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust...
Living Trust - Life and Death Decisions
January 24, 2025
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others will determine how your...
Your Living Trust Choices
January 17, 2025
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the...
