Giving News Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more. Savvy Living How to Make Sure Your End-of-Life Wishes Are Followed July 24, 2026I had a living will with an advance directive prepared about 10 years ago documenting my end-of-life medical wishes, but I have read that these... Medicare and Telehealth Visits July 17, 2026I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very... Locating Assets After a Loved One Passes Away July 10, 2026After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder... All Savvy Living Articles Washington News $1.5 Billion Deposited in Child Retirement Accounts July 24, 2026The Department of Treasury reports there have been 7 million children enrolled in the new child retirement accounts referred to as "Trump Accounts.” An estimated 1.7 million of those accounts are for children born between... Identity Protection PINs Help Safeguard Taxpayers July 17, 2026As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard... Summer Launch for IRS Security Summit July 10, 2026On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the series is... All Washington News Personal Planner Who Will Receive Your Property? July 24, 2026"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself... Important Life Decisions July 17, 2026"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year... Bypass the Estate Tax July 10, 2026There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes... All Personal Planner Articles Finance News Stocks Domino's Pizza Announces Earnings July 24, 2026Domino’s Pizza, Inc. (DPZ) announced its latest quarterly earnings on Monday, July 20. The restaurant chain reported quarterly revenue that beat analysts’ expectations, causing its stock to rise by about 3% following the release of... Bonds Treasury Yields Climb July 24, 2026U.S. Treasury yields moved higher early in the week as investors monitored current developments in Iran and waited for the release of the latest economic data. Yields rose at the end of the week as... Interest Mortgage Rates Continue Higher July 24, 2026Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, July 23. The survey showed mortgage rates reaching their highest levels since August 2025... All Finance News