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Planned Giving

News

Sunday November 17, 2019

Benefits of Bunching Charitable Gifts
Washington News
With the doubling of the standard deduction in 2018, the number of taxpayers who itemized deductions declined substantially. In 2017, nearly 30% of taxpayers itemized, but with the larger standard...
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Living Trusts Versus Wills
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a...
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How to Create a Family Health Portrait
Savvy Living
How do I go about making a family health history? Most of my relatives have died before age 65. My doctor suggested I...
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