Planned Giving Headlines

Grandparents traveling with their grandchildren have become a growing segment of the multigenerational travel industry.

As of Jan. 1, 2023, the SECURE 2.0 Act increased the age for starting RMDs from 72 to 73.

Parents are frequently approached by children who desire loans for various purposes.

There are nearly 29,000 assisted living communities in the United States today.

Claims abound on filing certain IRS forms or documents to allow taxpayers to avoid reporting actual income and receive larger refund.

A trust can provide payments to recipients, then be transferred to charitable organization.