Planned Giving

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Sunday May 26, 2019

Who Will Receive Your Property?
Personal Planner
"Who should receive my property?"Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan...
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Understanding Medicare's Enrollment Periods
Savvy Living
What can you tell me about the different enrollment periods for Medicare? I am planning to work past age 65 and understand that Medicare offers Initial, Special and General periods in which I can enroll. How does this work? The rules for signing up for Medicare can be quite confusing, especially if you plan to work after the age of 65. It is critical to understand the ins and outs of enrolling, because the consequences of missing a deadline can be costly and last a lifetime. Here is what you should know about Medicare's three different enrollment periods. Initial Enrollment Period The Initial Enrollment Period, available at age 65, is the first opportunity most people have to enroll in...
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Time for a
Washington News
With employment in America at high levels, many two-income families and taxpayers with multiple jobs should perform a "Paycheck Checkup." In IR-2019-97, the Service explained why these taxpayers should check their withholding amounts. Because 2018 was the first year for full implementation of the massive changes in the Tax Cuts and Jobs Act, many taxpayers overwithheld and received substantial refunds. Some taxpayers underwithheld and had to pay a large tax bill. A few of the taxpayers with large tax payments also paid penalties for underwithholding. The Service stated, "The Tax Cuts and Jobs Act (TCJA) made changes to the tax law. Among other things, the new law increased the standard...
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