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 Make Sure Your End-of-Life Wishes Are Followed
July 24, 2026
I had a living will with an advance directive prepared about 10 years ago documenting my end-of-life medical wishes, but I have read that these...
Medicare and Telehealth Visits
July 17, 2026
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very...
Locating Assets After a Loved One Passes Away
July 10, 2026
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder...
Washington News
$1.5 Billion Deposited in Child Retirement Accounts
July 24, 2026
The Department of Treasury reports there have been 7 million children enrolled in the new child retirement accounts referred to as "Trump Accounts.” An estimated 1.7 million of those accounts are for children born between...
Identity Protection PINs Help Safeguard Taxpayers
July 17, 2026
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard...
Summer Launch for IRS Security Summit
July 10, 2026
On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the series is...
Personal Planner
Who Will Receive Your Property?
July 24, 2026
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself...
Important Life Decisions
July 17, 2026
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year...
Bypass the Estate Tax
July 10, 2026
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...
