Planned Giving Headlines

According to the FBI’s 2022 Elder Fraud Report, cybercrimes cost Americans over 60 more than $3 billion last year.

Inflation Reduction Act will help, but it will be a few years before the law is fully phased in.

Inflation Reduction Act included funding to allow IRS to conduct study on building e-file system.

Green burials may be more affordable than traditional funerals, which average around $8,000 in 2023.

A family letter is a key part of a good estate plan, and much more personal than many estate documents.