Tuesday February 25, 2020

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. More
Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go...
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Virtual Tax Service Safety
Washington News
Millions of taxpayers are gathering data and preparing to do their returns....
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When Should Memory Care Patients Stop Driving?
Savvy Living
Is there a good rule of thumb on when memory care patients should stop...
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scriptsknown
Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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