Planned Giving


Friday October 23, 2020

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.
Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an...
How to Create an Online Memorial for a Departed Loved One
Savvy Living
My mother passed away last week, and because of COVID we did not have a funeral. I would like to create some type of...
IRS Struggles With Unopened Mail Backlog
Washington News
On October 13, 2020, the IRS acknowledged that it was still struggling with the unopened mail backlog. Due to the...