Monday July 20, 2026
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
Medicare and Telehealth Visits
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested...
Washington News
Identity Protection PINs Help Safeguard Taxpayers
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is...
Personal Planner
Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older...
