Gift Planning

Tuesday June 28, 2022

News

Thank you for your interest in Southwestern Medical Foundation. Our hope is to serve you and your family with helpful information. Learn More

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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.
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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...
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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...
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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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