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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.
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Saturday November 9, 2024
Personal Planner
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a...More |
Savvy Living
My parent has dementia and cannot live at home any longer. What are some things to consider in finding an excellent memory care residential facility?
Most memory care units, or special care units, are housed within assisted living or nursing home facilities. They provide many benefits including staff that are trained in dementia care, offer individualized care that minimizes the use of risky psychotropic medications, and create a home-like environment with activities designed to improve residents’ quality of life. To assist you in finding a suitable facility, consider the following steps.
Make a list: To identify memory care residential units in your area, ask your parent’s...More |
Washington News
In IR-2024-283, the Internal Revenue Service (IRS) reminded taxpayers to be cautious about fraudsters during the holiday season.
October is National Cybersecurity Awareness Month. During this season, the IRS and Security Summit partners focus on protecting individuals from identity theft and fraud.
The holidays are a season of celebration. Millions of Americans shop online and browse on social media. However, fraudsters delight in knowing many individuals do not understand the best practices for online security. The holiday season can be an open door for swindlers who are "eager to swipe people's personal information” and use it for identity theft.
Security Summit members...More |
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