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 Mental Health Services?
January 17, 2025
What types of mental health services does Medicare cover? I struggle with anxiety and depression, and my primary care provider recommended that I see a...
The Potential Dangers of Excessive Earwax
January 10, 2025
Can excessive earwax cause serious health problems? What can you tell me about this?...
Food Assistance Programs
January 3, 2025
My parent is struggling to afford groceries and would like to know if they are eligible for food stamps or any other type of assistance...
Washington News
2025 Tax Filing Season Opens January 27
January 17, 2025
The Internal Revenue Service (IRS) announced that the 2025 tax season will commence on January 27 of this year. The IRS will provide expanded and enhanced tools to help improve customer service...
Free File Open for Tax Filing
January 10, 2025
On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File program, the IRS offers access to free tax software filing programs to millions of qualifying...
Charitable Planning in 2025
January 3, 2025
A new year provides an excellent opportunity to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated property...
Personal Planner
Your Living Trust Choices
January 17, 2025
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the...
Bequests to Your Favorite Charity
January 10, 2025
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity...
Online Accounts
January 3, 2025
At any given time, the average American maintains between 30 and 80 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts...
