Tuesday September 26, 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.
Personal Planner
What Do You Own?
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara. John and Helen updated Clara on their current family situation. They have three children who are now on their own and...
Washington News
Natural Disaster Tax Deadline October 16
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on Monday, October 16, 2023. Many taxpayers in these states experienced natural...
Savvy Living
Choosing the Right Stair Lift
Due to my chronic arthritis, I have a very difficult time going up and down stairs. I am interested in purchasing a stair lift for my two-story house. What are some things to consider before purchasing? A home stair lift is a great mobility...
