Planned Giving

Sunday June 24, 2018

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Personal Planner
Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court. Not surprisingly, the...
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Washington News
ABLE Accounts Enhanced Under TCJA
In IR-2018-139, the Service explained the new benefits for people with disabilities who have Achieving a Better Life Experience (ABLE) accounts. ABLE accounts are normally funded by annual gifts up to...
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Savvy Living
How Medicare Handles Second Medical Opinions
Does Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to find out more about other treatment options before I proceed. What can you tell...
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