ONE
CHARITABLE
GIFT,

A LIFETIME
OF BENEFITS

Tuesday January 28, 2020

News & Events

Our Events
The Kent State University Center for Gift and Estate Planning hosts an annual luncheon for Herrick Society members. Read on to learn about this event and other activities that may be of interest.
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'Wait A While' Trust
Planned Giving News
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them...
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IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under...
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