Monday March 18, 2024
News
Thank you for your interest in California State University, Monterey Bay. Our hope is to serve you and your family with helpful gift planning information.
Personal Planner
Irrevocable Life Insurance Trust (ILIT)
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I wish that we had a perfect family, but we must admit we don't. We have three children. Our first...
Washington News
Direct File Pilot Launched in 12 States
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish. The Direct File program is designed to assist taxpayers with simple tax arrangements....
Savvy Living
Burial Benefits for Veterans
What types of funeral benefits are available to veterans? My parent served in the military many years ago and I am wondering if they are eligible for any benefits. The Department of Veterans Affairs (VA) National Cemetery Administration offers a...