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Wednesday April 24, 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

Choosing a Retirement Community

Can you help me find retirement communities that offer a range of housing options and care services, from...

Washington News

No IRS Victory Lap on Direct File

On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the...

Personal Planner

Gifts with Life Income

Many friends of charity have acquired appreciated property over time. A great way to use this appreciated...

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