Planned Giving

Monday July 24, 2017

Tax News

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Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to...
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Senate Pivots to Tax Reform
Washington News
With the uncertain status of the health care debate, the Senate is now pivoting to potential tax reform. On July 18, the Senate Finance Committee held a hearing on tax reform. Both Senate Finance...
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How to Find and Claim Your Family's Unclaimed Money
Savvy Living
I've heard that there are free online search tools that can help people look for lost or forgotten money left behind by deceased relatives. Can you refer me? When my father passed away his financial...
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