Sunday December 8, 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. More
Wills - Good and Bad
Personal Planner
Where is the Missing Will? More than 40 wills were submitted to the probate...
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Deadline for IRA Required Minimum Distributions
Washington News
December is an important month for IRA and 401(k) owners who are over age...
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What Will Medicare Cost in 2025?
Savvy Living
Social Security benefits will receive a 2.5% cost-of-living increase in...
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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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