Planned Giving Headlines

More than 90% of large companies now offer one.

Plans, instructions can be put in writing.

Here are some things to consider before making a decision.

The IRS has had success with chatbots in both English and Spanish, serving more than 13 million taxpayers since January 2022.

Medicare will pay for a second opinion if your current doctor has recommended surgery or some other major diagnostic or therapeutic procedure.

Valuation is important; the values are estimates, but frequently the total value is significantly larger than you may realize.