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Thursday April 18, 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

Health Travel Tips for Travelers

We have been looking forward to traveling, but my spouse has a heart condition and back problems. What tips...

Washington News

Social Media Scams and Ghost Tax Preparers

On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that...

Personal Planner

Gifts of Homes

Most families purchase their largest personal residence in their mid-forties. Families with children often...

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