Be Sure to Consider Tax Law Changes
You could benefit from several tax law changes that took effect this year. Consider the possibilities below when making decisions about your year-end giving. NEW: T he universal charitable deduction Starting with this year’s return, you can...
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You probably know RMD stands for “required minimum distribution”—the money you must remove from your individual retirement account each year once you turn 73. Given the tax hit you take on it each year, though, you may feel it should...
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New tax rules that took effect this year may influence how you choose to give to Ronald McDonald House Charities Bay Area and other nonprofits. Here’s what you need to know: Q: W hat’s the biggest change this year? A: You can deduct up to $1,000 (single filers)...
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Our FREE Personal Estate Planning Kit is a tool for organizing your estate—saving you time, protecting your assets and helping you establish your legacy. --> --> --> I'd Like My FREE Kit Now! I'd Like My FREE Kit Now! First Name First name is...
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This language is for the illustration of various forms of bequests only. Always consult your professional advisor when making or revising your will. Residuary Bequest "Residue" is a term to describe the portion of your estate that remains after all...
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