Friday March 29, 2024
News
We are pleased to provide you with the latest news related to planned giving matters. We hope you find it helpful.
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...More
Washington News
On March 18, 2024, the Internal Revenue Service (IRS) reminded taxpayers that the April 15 filing deadline is quickly approaching. To assist taxpayers, the IRS offered ten tips to help avoid tax errors and speed up any potential refund.
Tax-Related...More
Savvy Living
Who should get screened for lung cancer and what are the Medicare coverage guidelines? I quit smoking many years ago, but I am unsure if I should be screened.
Despite not having smoked for many years, you may still be due for an annual lung cancer...More