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Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
Locating Assets After a Loved One Passes Away
July 10, 2026
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder...
Robotic Pets Can Provide Comfort
July 3, 2026
My parent, who has dementia, recently moved into an assisted living facility that does not allow pets. I am thinking about getting them a robotic...
Should You Get a Heart Calcium Scan?
June 26, 2026
Heart disease runs in my family, and I recently noticed that my cholesterol has been rising. I heard about a scan that can show your...
Washington News
Summer Launch for IRS Security Summit
July 10, 2026
On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the series is...
Guidance Issued for Child IRA Accounts
July 3, 2026
The Treasury Department and the Internal Revenue Service (IRS) recently issued guidance regarding the new child IRA accounts, also known as "Trump Accounts." In Revenue Procedure 2026-25, the IRS created a gift tax reporting safe...
IRS Receives "Better Than Expected" Grade
June 26, 2026
National Taxpayer Advocate Erin M. Collins publishes a report each year on the performance of the Internal Revenue Service (IRS). In her most recent report, the IRS was rated "better than expected in most respects."...
Personal Planner
Bypass the Estate Tax
July 10, 2026
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...
Gift Tax Surprise
July 3, 2026
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...
Zero-Tax Cash and Trust
June 26, 2026
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...
