Gift Planning

News

Sunday August 25, 2019

Thank you for your interest in planned giving
Our hope is to serve you and your family with helpful information.
More
Chronic Illness - Care of Your Property
Personal Planner
If you have a chronic illness, you will need to care both for your person and for your property. This article will...
More
How to Find a Good Financial Planner
Savvy Living
Can you recommend some tips on finding and choosing a good financial planner? My wife and I are both in our late fifties...
More
Protect Yourself From Identity Theft
Washington News
In IR-2019-145 the Service warned taxpayers about a new email scam. Fraudsters send emails with the phrases, "Automatic...
More
scriptsknown