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Tuesday February 25, 2020

Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to a...
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When Should Memory Care Patients Stop Driving?
Savvy Living
Is there a good rule of thumb on when memory care patients should stop driving? My 82-year-old mom has early stage Alzheimer's disease but still drives herself around town just fine. Most doctors agree that people with moderate to severe dementia should never get behind the wheel. However, in the early stages of Alzheimer's, the determining factor should be driving performance, not the disease itself. With that said, it is important to realize that as your mom's driving skills deteriorate over time from the disease, she might not recognize she has a problem. It is very important that you work closely with her doctor to monitor her driving and help her stop when it is no longer safe for...
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Virtual Tax Service Safety
Washington News
Millions of taxpayers are gathering data and preparing to do their returns. Many are using smartphones, laptops, tablets and other devices to file. A growing number of taxpayers this year will use virtual tax services to complete their returns. Several large tax-preparation companies offer a virtual service. Many taxpayers appreciate the convenience of using a smartphone for tax return preparation. There are multiple benefits for virtual tax preparation services. Convenience — There is no need for you to appear in person. Use a smartphone to scan and send W–2 Forms and other tax preparation documents. Your virtual service contact will prepare your tax returns based upon the...
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Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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