Sunday June 4, 2023
Thank you for your interest in Catholic Community Foundation of San Diego. Our hope is to serve you and your family with helpful gift planning information.
Bypass the Estate Tax
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes. Estate Exemption – For the years 2018 through...
Federal Debt Limit Agreement Avoids U.S. Default
With a vote of 314 to 117 in the House of Representatives and 63 to 36 in the Senate, Congress sent the Fiscal Responsibility Act of 2023 to the President. When the President signs the bill, the threat of a default on U.S. debt and obligations is...
Social Security Benefits for Family Members
What are the Social Security benefits for family members? What are the qualifications for eligibility? Depending on your specific circumstances, you may be eligible for Social Security benefits as a spouse, child or a divorced spouse. Here is what...