Lucky Lucy's "Personal Loan" Charity

Foundation Granted Additional Time to Sell Excess Business Holdings

December 21, 2025

Organization is tax-exempt under Sec. 501(a), as an organization described in Sec. 501(c)(3) and classified as a private foundation under Sec. 509(a). Decedent died and, pursuant to Decedent’s

Lucky Lucy’s “Wheeler-Dealer Charity LLC”

December 21, 2025

Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and…

USPS Changes Rules for December 31 Gifts by Mail

December 21, 2025

Each year, millions of donors mail end-of-year gifts to their favorite charities, often sending their checks on December 30 or December 31.

Election for QTIP Extension Granted

December 14, 2025

Decedent and Spouse executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust provide that the trust is to be divided…

Lucky Lucy’s “Personal Loan” Charity

Recent Washington News

Foundation Granted Additional Time to Sell Excess Business Holdings

Lucky Lucy’s “Wheeler-Dealer Charity LLC”

USPS Changes Rules for December 31 Gifts by Mail

Election for QTIP Extension Granted