by Jamie Hovey | Nov 9, 2022 | General
Giving Circles have become a popular form of philanthropy over the past several years. Are you knowledgeable about what they are and how you can participate in one? Below is an overview of Giving Circles and how to organize one. What Are Giving Circles? Groups of...
by Robyn | Apr 4, 2022 | General
The humanitarian crisis in Ukraine is heart-breaking. The impact of the attack on this country is far-reaching. Like me, you may want to help the Ukrainians. There are many calls for donations in the press and on social media that highlight charities accepting money....
by Robyn | Dec 20, 2021 | General
by Robyn | Sep 14, 2020 | General, Identity Theft
When Gloria called to tell me she lost her wallet, we immediately took steps to protect her identity. In addition to her license, debit, and insurance cards, Gloria lost a couple of unexpected things. One was her late husband’s wedding ring. She carried this so he...
by Robyn | Jul 19, 2020 | COVID-19, General, Taxes
This year only, American taxpayers can once again deduct charitable contributions on their 2020 tax returns. Since 2018, when the Tax Cuts and Jobs Act (TCJA) went into effect, most taxpayers have not been able to deduct donations. The TCJA roughly doubled the...
by Robyn | Mar 3, 2020 | Estate Planning, General, Retirement
The following is a guest blog from Attorney Jennifer Luitjens, Esq., a partner at Jarrett & Luitjens Estate and Elder Law. There is no doubt that the SECURE Act of 2019, signed into law on December 20, 2019, as part of the spending package, revolutionizes the...
