Tuesday February 20, 2018

Personal Planning News

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Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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Tax Filing Season Opens Door to New Scam
Washington News
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the...
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Income Tax Filing Requirements for Retirees
Savvy Living
What are the IRS income tax filing requirements for seniors this year? I didn't file a tax return the past two years...
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scriptsknown
Planned Giving
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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