Gift Planning

News

Monday January 27, 2020

Thank you for your interest in planned giving
Our hope is to serve you and your family with helpful information.
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'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...
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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...
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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....
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