Gift Planning


Sunday January 26, 2020


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'Wait A While' Trust
Personal Planner

Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the...

IRS Provides a Tax Preparation Tip
Washington News

In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign...

Monitoring Solutions for Loved Ones with Dementia
Savvy Living

My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get...