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Monday February 6, 2023

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.

Trusts for Creative Spenders

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name—they are called...

IRS 2022 Tax Return Checklist

Washington News

IRS 2022 Tax Return Checklist

In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The IRS offered several recommendations that will assist taxpayers and make for a smooth tax preparation year. In addition, we offer a few checklist items...

What to Do When a Loved One Passes

Savvy Living

What to Do When a Loved One Passes

What steps need to be taken after a loved one passes away? A family member of mine who has no children was diagnosed with terminal cancer. He has asked me to take care of his affairs so I would like to know how to prepare. The death of a loved one...

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