Planned Giving

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Friday September 22, 2017

Tax Relief for Hurricane Irma Victims
Washington News
In a series of letters this week, the IRS announced three types of tax relief for victims of Hurricane Irma who are from Florida, Puerto Rico or the U.S. Virgin Islands. These are filing extensions,...
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Married Couples and Property
Personal Planner
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with...
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Buying a New Car for an Older Driver
Savvy Living
My parents are looking to buy a new car. Can you recommend some good resources that can help them evaluate and choose a...
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