Planned Giving

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Thursday July 18, 2019

Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off...
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How to Make the Most of Your Doctor's Visit
Savvy Living
I manage a large health clinic that treats thousands of patients each year. We have found that patients who come in prepared are much more satisfied with the care they receive. Can you write a column educating patients on how to prepare for doctor's appointments? Studies have shown that patients who help their doctors by providing important health information and preparing themselves for appointments tend to receive better care than patients who do not. Here are some simple things we can all do to help maximize the benefits of our next visit to the doctor. Before Appointments Gather your health information and get organized before your appointment to ensure a productive meeting with...
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Summertime IRS Tax Tips
Washington News
In IR-2019-124, the Service offers helpful tax tips for the summer. During this season, many Americans will get married, buy a home, take a summer job or volunteer and make gifts to a favorite charity. With all these summertime events, you may benefit from understanding the potential tax planning options. Just Married - When you marry, you may take a new name or address. You should contact the Social Security Administration to change your name and ensure proper credit for future retirement benefits. Your address change should be reported to the U.S. Post Office, your employer and the IRS. Children in Day Camp - While overnight camps do not qualify for the Child and Dependent Care Credit,...
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