Bequest—If you are looking for a way to leave a lasting legacy, consider naming us as a beneficiary of your will or trust. This is among the most popular ways to give back and allows you to continue to use your assets.
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A charitable gift annuity is a great way to support our mission while leaving a lasting legacy
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IRA Charitable Rollover—If you are 70 1/2 or older, an IRA rollover gift is a great way to support our mission, manage your income and taxes and simplify your charitable giving.
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Savvy Living
Are there any financial assistance programs you can refer me to? The coronavirus pandemic has cost me my part-time...
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Washington News
The IRS has announced that it will begin to distribute $500 Economic Impact Payments (EIPs) to approximately 365,000 individuals. These individuals are Non-Filers who registered prior to May 17, but did not receive $500 dependent EIPs due to an IRS software problem.
IRS Commissioner Charles Rettig testified before the Senate Finance Committee on June 30. He stated that an IRS software problem caused the failure to make the $500 dependent payment to the 365,000 individuals.
The Stimulus Payment FAQ on IRS.gov has a series of questions designed to help Non–Filers.
FAQ 49 explains that...
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Personal Planner
Planning for retirement and senior care is very important. The activities of daily living for a senior person include...
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
