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Wednesday June 29, 2016

Deciding What to Do in Retirement
Savvy Living
I just turned 62 and am financially prepared for retirement, but I'm less certain about how to spend my time after...
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IRS Consumer Alert After Orlando Tragedy
Washington News
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event, good-hearted Americans respond with generous gifts to help those in need. This also happened after the Orlando attack. In helping those in need, everyone should follow prudent giving practices. There are several simple steps in the IRS letter that help donors make proper and effective gifts. 1. Recognized Charities – Make your gifts to those organizations with long-standing good reputations. Use www.IRS.gov and Pub. 526,...
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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to...
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