Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our...
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Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after President's Day. During the entire week of February 19,...
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What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a decent driver, but I worry about his safety going forward. With more than 40 million licensed drivers in the U.S. over the age of 65,...
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