Learn About Ways to GiveGiving 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 Choose a Volunteer Vacation
April 4, 2025
What can you tell me about volunteer vacation programs? I am interested in doing some traveling but would like to connect it to something more...
Creating a Safe Home for Aging in Place
March 28, 2025
My spouse and I are thinking about making some modifications to our home so we can live here comfortably for as long as possible. Can...
Are You at Risk for Kidney Disease?
March 21, 2025
What are the risk factors for kidney disease?...
Washington News
Tax Payment Plan Options
April 4, 2025
The Internal Revenue Service (IRS) reminded Taxpayers of the April 15 tax filing and payment deadline. If you are not in a disaster area, a combat zone or are living and working abroad, you are...
Correct Tax Returns Speed Up Refunds
March 28, 2025
On March 24, 2025, the Internal Revenue Service (IRS) reminded taxpayers that they can improve the probability of a prompt refund by filing a correct tax return. The IRS offered tax tips on the best...
Avoid Identity Theft During Tax Season
March 21, 2025
During tax season, fraudsters use the latest strategies to steal identities. With the tax filing season in full swing, taxpayers need to remain vigilant for strategies that may involve text messages, emails, phone calls or...
Personal Planner
Gifts of Cash
April 4, 2025
Many people use their annual gift exclusion as part of an overall estate planning strategy...
Irrevocable Life Insurance Trust (ILIT)
March 28, 2025
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family...
Life Insurance - Costs and Benefits
March 21, 2025
Let's look at the "top five" reasons people give for not owning life insurance...
