Thursday May 23, 2019
News
Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so much change, how can we make plans?"
Life Changes Quickly
In each of our lives, change comes very quickly. You are going to face new circumstances every year.
Yet planning exists to prepare for life—and to give your family members better lives. It is essential to create goals that help your family live better in the midst of new...MORE
Senators Thune and Casey Support CHARITY Act
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions.
The CHARITY Act includes four major provisions. If it is passed by the House and Senate and signed by the President, it would generally permit donors over age 70½ to transfer up to $100,000 per year directly from an IRA to a donor advised fund. Second, the act would simplify the excise tax paid by private foundations on investment income.
Volunteers who drive their vehicles on qualified charitable trips can currently deduct $0.14 per mile. That charitable...MORE
The Long-Term Care Benefit Many Veterans Are Missing Out On
I have heard that the VA has a benefit that can help veterans and their spouses with long-term care costs. We recently had to move my 86-year-old father – who served in the army nearly 60 years...MORE
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