• Planned Giving
• Gift Options
• Create Your Plan
• Donor Stories
• News
• For Advisors
• My Account
• Contact Us

You are at: Planned Giving > News

Thursday September 28, 2023

News

Personal Planner - What Do You Own?
Personal Planner
What Do You Own?
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara. John and Helen updated Clara on their current family situation. They have three children who are now on their own and successfully pursuing careers. After listening to the short update on the three children, Clara turned to a review of John's and Helen's property. Clara: "Before we update your plan, we need to make sure we have a complete list of your property. Let's start with a few questions. Do you have a...
MORE
Washington News - Natural Disaster Tax Deadline October 16
Washington News
Natural Disaster Tax Deadline October 16
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on Monday, October 16, 2023. Many taxpayers in these states experienced natural disasters and the Federal Emergency Management Agency (FEMA) declared certain counties qualified as federal disaster areas. Alabama — Storms, winds and tornadoes on January 12, 2023 caused counties Autauga, Barbour, Chambers, Conecuh, Coosa, Dallas, Elmore, Greene, Hale, Mobile, Morgan, Sumter and Tallapoosa to be declared disaster zones. Georgia — The January 12 storm also led to disaster designations for Butts, Crisp, Henry, Jasper, Meriwether, Newton,...
MORE
Savvy Living - Choosing the Right Stair Lift
Savvy Living
Choosing the Right Stair Lift
Due to my chronic arthritis, I have a very difficult time going up and down stairs. I am interested in purchasing a stair lift for my two-story house. What are some things to consider before...
MORE
Finance News
Finance News
  • AutoZone Releases Earnings Report
  • Treasury Yields Vary
  • Mortgage Rates Remain High
scriptsknown
© 2023 Crescendo Interactive, Inc. PRIVACY STATEMENT