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
Medicare and Telehealth Visits
July 17, 2026
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very...
Locating Assets After a Loved One Passes Away
July 10, 2026
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder...
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 about getting them a robotic...
Washington News
Identity Protection PINs Help Safeguard Taxpayers
July 17, 2026
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard...
Summer Launch for IRS Security Summit
July 10, 2026
On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the series is...
Guidance Issued for Child IRA Accounts
July 3, 2026
The Treasury Department and the Internal Revenue Service (IRS) recently issued guidance regarding the new child IRA accounts, also known as "Trump Accounts." In Revenue Procedure 2026-25, the IRS created a gift tax reporting safe...
Personal Planner
Important Life Decisions
July 17, 2026
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year...
Bypass the Estate Tax
July 10, 2026
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...
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 that I might even have to pay a gift tax! Do...
