Planned Giving

News

Thursday May 23, 2019

Senators Thune and Casey Support CHARITY Act
Washington News
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable...
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Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
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The Long-Term Care Benefit Many Veterans Are Missing Out On
Savvy Living
I have heard that the VA has a benefit that can help veterans and their spouses with long-term care costs. We recently...
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