Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
Does Medicare Cover Cataract Surgery?
August 30, 2024
Does Medicare cover cataract surgery? My eye doctor recently told me I have developed cataracts and should consider making plans for surgery in the next...
How to Choose a Walk-In Bathtub
August 23, 2024
Because of my back pain and mobility issues, I am interested in getting a walk-in bathtub that is safe and easy to get in and...
Paying for Nursing Home Care with Medicaid
August 16, 2024
If my parent needs to move into a nursing home, what are the eligibility requirements to receive Medicaid coverage?...
Washington News
End-of-Summer Tax Checkup
August 30, 2024
On August 27, the Internal Revenue Service (IRS) reminded taxpayers to use this end-of-summer opportunity to review their withholdings or tax payments. The IRS recognizes that most taxpayers receive a refund during the filing season...
Teachers Return to School and Deduct $300
August 23, 2024
As teachers return to the classroom, the Internal Revenue Service (IRS) reminds educators they should consider the deduction for classroom expenses. During the next few weeks, both parents and teachers face back-to-school expenses...
Direct File Available in 18 States Next Year
August 16, 2024
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) recently announced that Connecticut and Maine will be the 17th and 18th states to join the 2025 Direct File program...
Personal Planner
Planning with a Serious Illness
September 6, 2024
If at some point in life you have a serious illness, there are a number of planning options that should be considered...
Living Wills and Advance Directives
August 30, 2024
As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right type and level of care. To assist you in these decisions, most states now permit...
Your Family Letter - Memorial Services
August 23, 2024
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation...
