Planned Giving

Saturday January 16, 2021

News

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

Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal...
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IRS FAQ on Economic Impact Payments
Washington News
As millions of direct deposits, paper checks and debit cards are being issued to individuals, the IRS published frequently asked questions (FAQs) on...
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Is Social Security Income Taxable?
Savvy Living
I understand that a portion of Social Security benefits may be taxable even when I retire. Can you tell me how to calculate this? The requirement to...
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