Friday June 13, 2025
News
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.
Personal Planner
Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a net estate of $2.5 billion, his estate owed substantial federal and state...
Washington News
Protect Yourself from Summer Scams
During the summer season, the Internal Revenue Service (IRS) reminds consumers to protect themselves from potential identity thieves. There has been a dramatic increase in online shopping and emails or texts from friends and family. Be aware of...
Savvy Living
Essential Estate Planning Documents
What legal documents do I need to manage my care and responsibilities if I am ever unable to do so myself? All adults should have certain legal documents prepared to protect themselves and their family. These documents will make sure your wishes...
