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Gift Planning

Friday September 30, 2022

News

Thank you for your interest in Chico State. Our hope is to serve you and your family with helpful gift planning information. Learn More About Our News »

Personal Planner

Married Couples and Property

Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and they were married. Because she previously had owned the house in...

Washington News

COVID Tax Penalty Relief Deadline

With the number of taxpayers who were unable to meet with their tax preparer and file returns during 2019 and 2020, the Internal Revenue Service has decided to allow relief from tax penalties for these late-filers. The relief has two benefits....

Savvy Living

Flu Vaccines for Older Adults

I just turned 65 and would like to learn more about the stronger flu shots I see advertised for older adults. What can you tell me about them and how are they covered by Medicare? There are three different types of flu shots that the CDC recommends...

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