News
Tuesday March 28, 2023
Savvy Living
I have been taking care of my elderly parent for over a year and it is affecting my finances since I can only work...More |
Washington News
On March 21, 2023, the Internal Revenue Service (IRS) published a warning to taxpayers to watch out for scammers using email or text messages. With the tax deadline of April 18 approaching, scammers are hard at work tricking taxpayers.
IRS Commissioner Danny Werfel noted, "Email and text scams are relentless, and scammers frequently use tax season as a way of tricking people. With people anxious to receive the latest information about a refund or other tax issue, scammers will regularly pose as the IRS, a state tax agency or others in the tax industry in emails and texts. People should be...More |
Personal Planner
Many friends of charities have benefited from a gift of land or a gift of land with a building or other structure. There...More |
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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.More |
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