Tuesday June 9, 2026
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
I Have a Will — Do I Also Need a Trust?
My spouse and I were recently talking about updating our will and wondered if we should also set up a trust....
Washington News
Free File Still Available for Non-Filers
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax...
Personal Planner
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested...
