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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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Friday May 27, 2022
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are...More |
Savvy Living
What are some of the best travel discounts available to seniors? My spouse and I are about to retire and are interested in traveling more but live on a tight budget.
There are hundreds of different travel-related discounts available to senior travelers that can save you hundreds of dollars on your next trip. To qualify, you will need to meet the age requirement, which varies by business. Some discounts may be available as soon as you turn 50, but most do not kick in until later ages. Here is a rundown of top travel discounts, along with some extra tips to help you save.
Ways to Save
The first thing to know is that most businesses do not advertise senior discounts, but many give them if...More |
Washington News
The House Ways and Means Subcommittee on Oversight held a hearing on May 18, 2022 to discuss ways for the IRS to improve the taxpayer experience. IRS Chief Taxpayer Experience Officer Kenneth Corbin stated, "I am a firm believer that taxpayer service remains the most significant IRS priority. The IRS has implemented many new and innovative strategies in an effort to improve our overall level of service and meet the challenges we face today, especially those posed by the pandemic, but we want to do more and will continue our efforts to improve both in the short and long-term."
Corbin acknowledged that the 2022 tax filing season was "complex and challenging" for taxpayers and their...More |
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