Wednesday February 8, 2023

News

Thank you for your interest in the Diocese of Monterey. 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 from being rapidly spent by...
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IRS 2022 Tax Return Checklist
Washington News
In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The IRS offered several recommendations that will assist taxpayers and make for a...
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What to Do When a Loved One Passes
Savvy Living
What steps need to be taken after a loved one passes away? A family member of mine who has no children was diagnosed with terminal cancer. He has asked me to take care of his...
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