Planned Giving

News

Sunday January 26, 2020

'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them...
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Monitoring Solutions for Loved Ones with Dementia
Savvy Living
My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get back. Can you recommend some monitoring technology devices or any other solutions that can...
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IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under...
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