Planned Giving Menu
Monday January 27, 2020
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'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance...
Monitoring Solutions for Loved Ones with Dementia
My husband, who lives at home, has dementia and I worry about him wandering off and not being able...
IRS Provides a Tax Preparation Tip
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns....