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Monday April 29, 2024

News

Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

Savvy Living

Recommended Vaccines for Medicare Recipients

My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by...

Washington News

Payment Options for Late Tax Filers

In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing...

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan...

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