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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
What Will Medicare Cost in 2025?
December 6, 2024
Social Security benefits will receive a 2.5% cost-of-living increase in 2025. What will Medicare Part B monthly premiums be in 2025 and when do surcharges...
How to Make the Most of Your Doctor's Visit
November 29, 2024
What is the best way to prepare for a doctor’s appointment?...
Medication Organization Tools
November 22, 2024
Can you recommend pill boxes and medication reminder devices? I started taking several new prescription medications, in addition to the vitamins I usually take. I...
Washington News
Deadline for IRA Required Minimum Distributions
December 6, 2024
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS) reminds taxpayers over age 73 to take a required minimum distribution (RMD) by December 31...
Time to Prepare for Tax Filing
November 29, 2024
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her potential credits, deductions and tax refunds...
Parents Protect Children and Teens with Good Online Security
November 22, 2024
The Internal Revenue Service (IRS) reminds parents to urge their children and teens to protect personal and financial information. The IRS Security Summit offers tips to parents during National Cybersecurity Month...
Personal Planner
Passing Unequal Shares in Your Will
December 13, 2024
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a parent might...
Wills - Good and Bad
December 6, 2024
More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true recipients of the estate of Business Owner who passed away in 1976. With...
Wills - Perils of Probate
November 29, 2024
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's heir" and submitted wills with themselves as beneficiaries...
