GIFTPLANNING
Gift Planning Menu

Tuesday March 5, 2024

News

'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about gifts for their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to...
More
Many Taxpayers Benefit From
Washington News
The latest Internal Revenue Service (IRS) Tax Time Guide highlights the popular use by taxpayers of the "Where’s My Refund?" tool. Tax-filing is in high gear and the IRS issues millions of tax...
More
Dividing Personal Possessions Without Dividing the Family
Savvy Living
Do you have any suggestions on how to divide my personal possessions after I die without causing conflict? I want to leave my jewelry, art, family heirlooms and antique furniture to my children...
More
scriptsknown