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Planned Giving
News
Personal Planner
The IRA charitable rollover was created in 2006 and made permanent by Congress in 2015. This giving plan is available for IRA owners who are over age 70½. It is a direct transfer from an IRA to...More
Washington News
The IRS has announced its Free File program is available for individuals who have extended their tax filing date until October 15, 2021. Many individuals have not received their full Economic Impact...More
Savvy Living
My pharmacist highly recommends that I compare Medicare Part D prescription drug plans each year, but it is such a hassle sorting through all those different plans. Is there an easier way to shop and...More
