Gift Planning News

Saturday January 16, 2021

Savvy Living
Is Social Security Income Taxable?
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 pay federal income tax on your Social Security...
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Personal Planner
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...
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Washington News
IRS FAQ on Economic Impact Payments
As millions of direct deposits, paper checks and debit cards are being issued to individuals, the IRS published frequently asked questions (FAQs) on IRS.gov. The second round of Economic Impact...
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Stacy Blomeke.

Stacy Christman Blomeke
Director, Gift Planning
Phone: 513-636-1192
Email: stacy.blomeke@cchmc.org

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