Friday November 22, 2019

News

Our
News
Our hope is to serve you with helpful estate planning information because a thoughtfully planned gift brings the greatest benefit to those you care for so deeply.
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Benefits of Bunching Charitable Gifts
Washington
News
With the doubling of the standard deduction in 2018, the number of taxpayers who itemized deductions declined...
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How to Create a Family Health Portrait
Savvy
Living
How do I go about making a family health history? Most of my relatives have died before age 65. My doctor suggested I...
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Living Trusts Versus Wills
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a...
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