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
How to Get Assistance from Social Security
May 2, 2025
I plan to apply for my Social Security retirement benefits later this year. Where should I seek assistance?...
How to Save on Auto Insurance
April 25, 2025
Can you offer any tips to help seniors save on their auto insurance?...
Where Solo Agers Can Find Help
April 18, 2025
I have been giving more thought to how to plan for the years ahead. As someone who may not have immediate family to rely on...
Washington News
Prepare for Summer Wildfires and Hurricanes
May 2, 2025
The Internal Revenue Service (IRS) reminds taxpayers that May is National Wildfire Awareness Month and the week of May 4th to the 10th is National Hurricane Preparedness Week. The National Oceanic and Atmospheric Administration (NOAA)...
Benefit in 2025 With an IRA Charitable Rollover
April 25, 2025
Each year, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table...
Late Filer Penalty Relief
April 18, 2025
On April 16, 2025, the Internal Revenue Service (IRS) explained the penalty relief options for taxpayers who missed the filing deadline. The IRS encourages taxpayers to file and pay taxes if they are able to...
Personal Planner
Gifts with Life Income
May 2, 2025
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift...
Gifts of Homes
April 25, 2025
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space...
Gifts of Land
April 18, 2025
Many friends of charities have benefited from a gift of land or a gift of land with a building or other structure. There are two main benefits for this gift...
