Gift Planning


Saturday September 19, 2020


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Married Couples and Property
Personal Planner

Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint...

Non-Filers Can Still Claim 2020 Stimulus Payments
Washington News

In IR-2020-203, the Service announced its plan to mail letters to nine million non-filers. These nine million...

What is a Reverse Mortgage?
Savvy Living

What can you tell me about reverse mortgages? The damage to my retirement account from the coronavirus has me...