Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity.
A bequest to a charity should include the full legal name,... More
During the holiday season, the Internal Revenue Service and its Security Summit Partners warns consumers to protect themselves from potential identity thieves. This is a season for online shopping and... More
Can you suggest some good resources that can help my spouse and I determine the best age to start collecting our Social Security retirement benefits?
Deciding when to start collecting your Social... More
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.