Sunday December 17, 2017

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Personal Planner - How to Fund Your Living Trust
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust. For individuals who have moderate or...
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Savvy Living - Recognizing and Treating Depression in Retirement
Recognizing and Treating Depression in Retirement
Since retiring a few years ago, my husband has become increasingly irritable and apathetic. I'm concerned that he may be depressed, even though he may not realize it. Where can we turn to get help...
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Washington News - IRS Year-End Reminders
IRS Year-End Reminders
In IR-2017-201, the IRS "reminds taxpayers there are things they should do now to get ready for filing season." With the continued effort by the IRS to make the entire tax system more secure, there are a number of actions taxpayers can take to plan for a smooth tax filing experience. These seven IRS year-end tips will be helpful for all taxpayers. Charitable Gifts - Your charitable gifts must be delivered by December 31. Checks postmarked in the U.S. Mail before year-end will qualify, even if the checks are cashed by the nonprofit in January. Credit card gifts by December 31 also qualify, even if you pay the bill in January. IRA Distributions - If you are over age 70½, you must take a required...
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