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Gift Planning

Sunday April 28, 2024

News

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Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a personal emergency or for education. One of the...

Washington News

Payment Options for Late Tax Filers

In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules. While over 139 million taxpayer returns were filed this year, there are some individuals who may have neglected to file...

Savvy Living

Recommended Vaccines for Medicare Recipients

My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by Medicare? All recommended vaccines for adults, age 65 and older, should be covered by either Medicare Part B or Part D, but there are some...

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