Gift Planning

News

Sunday April 21, 2019

Thank you for your interest in planned giving
Our hope is to serve you and your family with helpful information.
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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and...
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Tricycles for Grown-Ups
Savvy Living
What can you tell me about three-wheeled bicycles? I'm 65 years old and would like to start cycling again but I have...
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Commissioner Rettig Thanks Taxpayers
Washington News
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the...
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