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Tuesday February 27, 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.

'Give It Twice' Trust

Personal Planner

'Give It Twice' Trust

A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to children. The balance is placed in a special "Give It...

Rising Traffic on IRS Website

Washington News

Rising Traffic on IRS Website

Even though the 2024 filing season started a week later than normal, the IRS reports that website visits have increased 6% over last year. The IRS credits some of the inquiries to an improved "Where’s My Refund?" tool. There also are numerous...

Driving Safety Tips

Savvy Living

Driving Safety Tips

What safety tips can you recommend for older drivers? My elderly parent had a fender bender last month and I worry about their safety. As the number of Americans driving past their 70s increases, there are a variety of things to do to help maintain...

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