Wednesday December 4, 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
Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's heir" and submitted wills...
Washington News
Time to Prepare for Tax Filing
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her potential credits, deductions and tax refunds. Interest on Tax Refunds — If you received a...
Savvy Living
How to Make the Most of Your Doctor's Visit
What is the best way to prepare for a doctor’s appointment? Studies have shown that patients who are able to provide important health information and are prepared for a doctor’s appointment tend to receive better care than patients who...
