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Thursday December 7, 2023

Planned Giving News

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Connie Glass
Do you need a will? (Spoiler alert: Yes!)
Connie Glass
Guest blog post by Connie Glass, Certified Elder Law Attorney, Elder Law Firm of Connie Glass.
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Trusts to Protect Children
Legacy Planning
JoAnn Perez
Dawn Pumpelly, Scout Guide Huntsville, sits down and chats about Legacy Planning with JoAnn Perez.
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Trusts to Protect Children
What happens if you don't have a will?
What happens if you don't have a will?
What happens if you die, have assets, and a will is not found?
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Passing Unequal Shares in Your Will
Personal Planner
Passing Unequal Shares in Your Will
Because children often look at their inheritance as a representation of...
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Benefits From the Saver's Credit
Washington News
Benefits From the Saver's Credit
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and...
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Enhance Retirement Savings with a Health Savings Account
Savvy Living
Enhance Retirement Savings with a Health Savings Account
I am interested in contributing to a health savings account to boost my...
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scriptsknown
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.