Saturday | September 17, 2022
FINANCES
SAVVY LIVING
How to Find Travel Companions for Older Travelers
I am interested in finding some type of travel companion service to help my elderly parents fly across the country. They are both in their 80s and have health issues, so they will need help getting there. Do you have any tips that can help us?
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PERSONAL PLANNER
Separate & Joint Property
“My brother Pete and I own a ranch together,” said Joe to his advisor. “We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan to leave 50% of my share to Pete and the other half to my favorite charity.
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WASHINGTON NEWS
Treasury Secretary Promises Improved IRS
On September 15, 2022, Treasury Secretary Janet Yellen spoke to IRS staff in New Carrollton, Maryland. She highlighted IRS improvements that will result from the Inflation Reduction Act.
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DONOR STORY
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Content from Crescendo Interactive.
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