Monday May 6, 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
Financial Resources for Grandparents Raising Grandchildren
I am raising two of my grandchildren. Are there any programs that financially help grandparents who are...
Washington News
Prepare For Hurricanes, Wildfires and Tornadoes
On May 1, 2024, the Internal Revenue Service (IRS) reminded taxpayers that soon it will be prime season for...
Personal Planner
Family Business - Sell and Retire
Bill and Alice started their family business many years ago. The early years were very challenging. Both...
