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
I Have a Will — Do I Also Need a Trust?
June 5, 2026
My spouse and I were recently talking about updating our will and wondered if we should also set up a trust. How do we...
The Letter Your Loved Ones Can Treasure
May 29, 2026
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy...
Still Working at 65? Here is How to Handle Medicare
May 22, 2026
My spouse and I are approaching 65, but I am still working and have good health coverage through my employer. Do we need...
Washington News
Free File Still Available for Non-Filers
June 5, 2026
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Child IRA Accounts Launched
May 29, 2026
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IRS Reminds Homeowners of Tax Benefits
May 22, 2026
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Personal Planner
Family Business Bailouts
June 5, 2026
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring....
Family Business - Sell and Retire
May 29, 2026
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without...
Loans and Sales to Children
May 22, 2026
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child...
