Thursday February 13, 2025

News

Thank you for your interest in Givens. Our hope is to serve you and your family with helpful information. More
Personal Planner
Income for Surviving Spouse
Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,600,000. When Elliot was 70, he rolled over his $600,000 qualified retirement plan into an...
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Washington News
Top Tips for Choosing a Tax Preparer
As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax preparer can help avoid identity theft, and financial harm. While most tax...
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Savvy Living
Safe Driving Tips
My parent is starting to experience memory issues but wishes to continue to drive. When is it time for someone to stop driving? Driving performance should be the determining factor of when to stop...
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