Gift Planning

Gift Planning

SIU Foundation

618-453-4900
siuf@foundation.siu.edu

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Tuesday January 28, 2020

News

Thank you for your interest in Southern Illinois University Foundation. Our hope is to serve you and your family with helpful information. More
Personal Planner
'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them something during the next few years." Bill: "Susan,...
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Washington News
IRS Provides a Tax Preparation Tip
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS Preparer...
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Savvy Living
Monitoring Solutions for Loved Ones with Dementia
My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get back. Can you recommend some monitoring technology devices or any other solutions that can help me keep tabs on him? This is a concern for...
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