Greetings from United Way. I am pleased to share with you the latest updates on the Gift Story, the Washington Update and the Finance Update. These services are provided as a free service to our friends each week. Please feel free to call us at 1-800-892-2757 x533 or email [email protected] if we can run a proposal or be of further assistance to you.

Personal Planner

Your Living Trust Choices
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the basic principles of the living trust.
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Savvy Living

Medicare Spousal Coverage
My spouse has been a stay-at-home parent and homemaker since we got married and has not held an income-producing job for years. Will they be eligible for Medicare?
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Donor Story

Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Washington News

Online Tools for Convenient Tax Filing
On January 4, 2024, the Internal Revenue Service (IRS) highlighted the online tools that enable taxpayers to file their 2023 Federal income tax returns. The IRS has published several reminders that are designed to make filing easier for this season.
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Finances

Walgreens Posts Earnings

Treasury Yields Edge Higher

Mortgage Rates Vary

FREE ESTATE PLANNING GUIDE

It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.

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PLANNED GIVING CALCULATORS

Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.

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