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
What tips can you offer on helping a parent with his or her finances? My 84-year-old father is having trouble keeping up...
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Washington News
On April 7, 2021, the Internal Revenue Service and the U.S. Department of the Treasury announced that another 25 million Economic Impact Payments (EIPs) had been distributed. The total distribution now is 156 million payments with value over $372 billion.
The fourth batch of payments included 19 million checks or deposits worth $26 billion. This block of payments went to Social Security beneficiaries who did not file a 2019 or 2020 tax return and did not use the Non-Filers tool on IRS.gov.
There were also three million payments worth $5 billion that went to Supplemental Security Income (SSI)...
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Personal Planner
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes...
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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.
