Gift Planning News

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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...
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"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's heir" and submitted wills with themselves as...
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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...
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