Thursday January 27, 2022

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
Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some...
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Top Five IRS Filing Tips For Prompt Refunds
Washington News
In IR–2022–16 the Internal Revenue Service (IRS) offered five...
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How to Write a Loved One's Obituary
Savvy Living
Can you provide tips on how to write an obituary? My father, who has...
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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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