GIFTPLANNING
Gift Planning Menu

Tuesday January 31, 2023

News

Trusts to Protect Children
Personal Planner
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child....
More
IRS Reminder To Report Digital Asset Income
Washington News
In IR-2023-12 the Internal Revenue Service (IRS) reminded taxpayers to report all digital asset income on their 2022 income tax returns. All taxpayers must answer a digital asset question on IRS Form...
More
Important Medicare Coverage Dates
Savvy Living
I know the fall open enrollment period has passed but I heard there are other times of the year when beneficiaries can make additional changes. When is it possible to make changes to my current...
More
scriptsknown