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Gift Planning

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Wednesday February 20, 2019

News

Thank you for your interest in Bethesda Foundation. Our hope is to serve you and your family with helpful information. More
Gifts of Cash
Personal Planner
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...
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IRS Phone Calls Peak on February 19
Washington News
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...
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Helping Seniors Extend Their Driving Years
Savvy Living
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...
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