Gift Planning

Tuesday June 28, 2022


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Planning Matters Fall 2021
We are pleased to share with you a new issue of Planning Matters, a bi-annual communication by Southwestern Medical Foundation and UT Southwestern Medical Center which serves to highlight the benefits and lasting impact of planning giving alongside inspirational stories of legacy-building and love for community.
How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care...
IRS Offers New Voice
Washington News
In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like...
How to Get COVID Funeral Assistance Funds
Savvy Living
I lost my 78-year-old parent to COVID-19 in 2021 and want to find out if I am still eligible for the government funeral assistance program. What can...

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