Gift Planning


Wednesday October 4, 2023


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Separate & Joint Property
Personal Planner

"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our...

IRS Chatbots Help 13 Million Taxpayers
Washington News

In IR-2023-178 the Internal Revenue Service (IRS) announced the use of expanded chatbot technology. Chatbots...

Does Medicare Cover Getting a Second Medical Opinion?
Savvy Living

The doctor I currently see thinks I need a knee replacement, but I would like to get some other treatment...