Thursday December 8, 2016

News

Thank you for your interest in California State University, Monterey Bay. Our hope is to serve you and your family with helpful information. More
Your Living Trust Choices
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during...
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IRS End-of-Year Gift Tips
Washington News
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers...
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How Much You'll Pay for Medicare in 2017
Savvy Living
I know there won't be much of a cost-of-living increase in Social Security benefits next year but what about Medicare? How will the 0.3% Social...
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