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
Robotic Pets Can Provide Comfort
July 3, 2026
My parent, who has dementia, recently moved into an assisted living facility that does not allow pets. I am thinking...
Should You Get a Heart Calcium Scan?
June 26, 2026
Heart disease runs in my family, and I recently noticed that my cholesterol has been rising. I heard about a scan that...
How to Save on Prescription Eyeglasses
June 19, 2026
What tips can you recommend for finding affordable prescription eyeglasses? I currently have vision coverage through my...
Washington News
Guidance Issued for Child IRA Accounts
July 3, 2026
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IRS Receives "Better Than Expected" Grade
June 26, 2026
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IRS Attacks Elder Fraud
June 19, 2026
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Personal Planner
Gift Tax Surprise
July 3, 2026
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear...
Zero-Tax Cash and Trust
June 26, 2026
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile...
Domicile - Where You Live Affects Your Taxes
June 19, 2026
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and...
