Gift Planning Leave a Legacy
Planned Giving

Secure Act

Are you planning to leave your IRA to your children and other heirs using a stretch IRA plan? Did you know the Secure Act has dramatically changed the tax law rules, substantially increasing the income taxes paid by your children on inherited IRAs?

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News

Tuesday January 26, 2021

Acupuncture: Does It Work and Is It Covered by Medicare?
Savvy Living
Is acupuncture a viable treatment for pain and is it covered by Medicare? Since the pandemic hit, I have a lot of lower...
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IRS Tax Filing Season Starts February 12
Washington News
In IR–2021–16, the Internal Revenue Service announced that the tax season will be starting later than usual....
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Exciting events are happening at Eastern Mennonite University
Our News
Thank you for your interest in Eastern Mennonite University. Our hope is to serve you and your family with helpful information.
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'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance...
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