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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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About Bequests

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Estate Planning Guide

IRA Rollover Gifts

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.
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IRA Rollover Gifts

News

Wednesday September 19, 2018

Married Couples and Property
Personal Planner
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint...
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Financial Aid for Family Caregivers
Savvy Living
Do you know of any resources that help family caregivers monetarily? I frequently have to miss work to take care of my elderly mother and it is causing financial stress for my family. Caring for a parent can be challenging in many ways, but it can be especially difficult financially if you have to miss work or quit your job to provide care. Fortunately, there are a number of government programs, tax breaks and tips that may provide monetary help while you care for your mother. Here are some options to explore. State assistance: Most states have programs that help low-income seniors pay for in-home care services, including paying family...
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Protect Yourself from Hurricanes, Floods and Tornadoes
Washington News
At publication time, Hurricane Florence is moving through North and South Carolina. Federal and state first responders are braving many risks to rescue trapped individuals. In addition to wind damage, there may be major floods, with up to 40 inches of rain in some parts of North and South Carolina. In IR-2018-183, the IRS offers suggestions and guidelines to prepare for a potential natural disaster. There are several steps you may take to safeguard your key documents and high-value items. Key Documents List - Many Americans have a file at home containing important documents. You should create a list of these documents. Your key...
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