Monday March 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
Burial Benefits for Veterans
What types of funeral benefits are available to veterans? My parent served in the military many years ago and...
Washington News
Direct File Pilot Launched in 12 States
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This...
Personal Planner
Irrevocable Life Insurance Trust (ILIT)
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is...