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 NEWSLETTER SIGNUP button.
Current eNewsletter
Saturday | August 1, 2020
POWERS OF ATTORNEY
We hope you enjoyed PART 1 of our Estate and Gift Planning video series!
PART 2 focuses on financial and health care powers of attorney and living wills. It explains WHEN and WHY these documents are needed. The attorneys we work with advise that a good estate plan is not complete without these important documents to take care of you in times of incapacity.
If you have any questions about the ideas presented in any of our videos, please contact us! Your regional representative would be happy to have a conversation with you. CLICK HERE for a list of our regional representatives and their contact information.
CLICK HERE to view other videos available in our library.
Stay tuned over the next few weeks for the premier of PARTS 3 – 5!
FINANCES
SAVVY LIVING
Stretching Tips to Help Gain Flexibility and Reduce Pain
Can you offer some good stretching tips for those who are staying home during the pandemic? I have gotten so stiff and achy in recent years that I have a hard time doing basic activities like bending over to tie my shoes.
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PERSONAL PLANNER
Planning with a Serious Illness
If at some point in life you have a serious illness, there are a number of planning options that should be considered. With a serious illness, there are emotional, physical and mental challenges.
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WASHINGTON NEWS
IRS Warns of “Dirty Dozen” Tax Scams – Part III
In IR–2020–160, the Internal Revenue Service announced the annual “Dirty Dozen” list of tax scams. Each year, the Service warns taxpayers about criminals who target individuals. The IRS encourages taxpayers to be on the lookout for these…
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DONOR STORY
Bequests
Joe and Anna have been faithful supporters of their favorite Free Methodist ministry over the years. Both of them strongly believe that it is important to support and encourage its Kingdom mission.
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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.
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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