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Planned Giving

News

How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making substantial gifts. Once you...
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IRS Offers New Voice
Washington News
In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like to set up or modify a payment plan. IRS...
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How to Get COVID Funeral Assistance Funds
Savvy Living
I lost my 78-year-old parent to COVID-19 in 2021 and want to find out if I am still eligible for the government funeral assistance program. What can you tell me about this? The government program you...
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