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Sunday February 17, 2019

News

Thank you for your interest in Friends of UFM. Our hope is to serve you and your family with helpful information. More

Gifts of Cash
Personal Planner
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the...
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IRS Phone Calls Peak on February 19
Washington News
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone...
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Helping Seniors Extend Their Driving Years
Savvy Living
Helping Seniors Extend Their Driving Years
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a decent driver, but I worry about...
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.