Planned Giving


Friday January 15, 2021

Our News
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Our hope is to serve you and your family with helpful information. Please join us for one of our educational webinars.
Make the most of your giving in response to recent tax law changes
Planning Forward
The Coronavirus, Aid, Relief, and Economic Security (CARES) Act includes several key provisions that relate to philanthropy.
Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
Is Social Security Income Taxable?
Savvy Living
I understand that a portion of Social Security benefits may be taxable even when I retire. Can you tell me how to...
IRS FAQ on Economic Impact Payments
Washington News
As millions of direct deposits, paper checks and debit cards are being issued to individuals, the IRS published...