Gift Planning


Friday November 15, 2019


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Ten Reasons to Update Your Estate Plan
Personal Planner

You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare...

IRA and 401(k) Contributions in 2020
Washington News

On November 6, 2019, the IRS announced the 401(k) and IRA contribution limits for 2020. The IRA limit remains...

How to Choose a Walk-in Bathtub
Savvy Living

Because of my mobility problems, I am thinking about getting a walk-in bathtub that’s easy to get into...