Planned Giving

Tuesday May 11, 2021

News

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Personal Planner
Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty. Estate...
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Washington News
Emergency Plans for Summer Disasters
In IR-2021-101, the Internal Revenue Service reminded everyone about National Hurricane Preparedness Week and National Wildfire Awareness Month. With the risk of a hurricane, tornado, flood,...
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Savvy Living
How Older Adults Can Learn New Technology Skills
Can you recommend some good technology classes or online learning resources for inexperienced adults? I have a computer and a smartphone, but my knowledge and skills are limited. There are many...
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