Each week we send out a free eNewsletter with articles covering current and relevant estate and gift planning topics. This page features our current eNewsletter as well as an archive for you to peruse. If you would like our eNewsletter to be delivered directly to your inbox each week, please click on the ENEWSLETTER SIGNUP button.
Current eNewsletter
Saturday | July 2, 2022
We wish you and your family many blessings as you celebrate this holiday weekend. May God bless America!
FINANCES
SAVVY LIVING
How to Hire an In-Home Helper for Parents
I would like to hire an in-home helper for my 82-year-old parent to assist with household chores. However, they do not require personal/physical caregiving, nor do they require any home medical care. Any tips to help us find someone?
Read More »
PERSONAL PLANNER
Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court.
Read More »
WASHINGTON NEWS
IRS Tax Collection Voice Bots Successful
The IRS is pleased with the rollout of voice bots for tax collections. Darren Guillot, Deputy Commissioner of Collections in the IRS Small Business/Self-Employed Division, stated, “Every day it just gets better and better.”
Read More »
DONOR STORY
Leading for the Future
Luke and Candice spent many years volunteering and supporting their favorite Free Methodist ministry. They wanted to give back in a way that would help fulfill its mission.
Read More »
FREE ESTATE PLANNING GUIDE
It’s never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
PLANNED GIVING CALCULATORS
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.
Content from Crescendo Interactive.
CONTACT US TODAY TO BEGIN THE CONVERSATION
We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care.
Hours
Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed
