Monday February 17, 2020

News

We are pleased to provide you with the latest news related to planned giving matters. We hope you find it helpful.

Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our...
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Peak IRS Filing Season after Presidents Day Holiday
Washington News
The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and refunds is down slightly from last year. As of February 7, 2020, the IRS had issued 10.83 million refunds. This is down from the...
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Early Signs of Parkinson's Disease
Savvy Living
What are the early warning signs of Parkinson’s disease? I was just diagnosed with it after noticing hand tremors for nearly a year, but looking back, I am wondering if I missed any other early warning signs. As with any progressive disease,...
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