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Sunday October 20, 2019

Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an...
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How to Stop Unwanted Junk Mail and Guard Against Mail Fraud
Savvy Living
My father receives over 100 pieces of junk mail every week and I just discovered that he has given away nearly $5,000 over the past few months to many of the solicitors who mail him this junk. Can you offer any tips on how can I stop this? Millions of Americans get bombarded with unwanted junk mail these days, including “mail fraud” schemes that you and your dad need should be careful to guard against. Here are some tips that may help. Mail Fraud Alert While junk mail comes in many different forms—credit card applications, sweepstakes entries, magazine offers, coupon mailers, donation requests, political fliers, catalogs and more—the most troublesome type is mail...
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National Work and Family Month - Military Family Benefits
Washington News
In 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain the tax benefits created specifically for military families. Additional information is available in IRS Publication 3, Armed Forces’ Tax Guide. Combat Pay Exclusion – If you are an enlisted member, warrant officer or commissioned warrant officer, you can generally exclude active duty pay while in a combat zone. If you are a commissioned officer, you may exclude part of your combat pay. A combat zone is designated by the President or by Congress. Some active duty military may elect to include nontaxable...
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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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