Your contribution, our future

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

News

Tuesday November 13, 2018

Increased Child Tax Credit for 2018
Washington News
In IR-2018-217, the IRS reminded taxpayers of the benefit of the increased Child Tax Credit. The Tax Cuts and Jobs Act doubled the Child Tax Credit from $1,000 in 2017 to $2,000 in 2018. IRS...
More
Ten Reasons to Update Your Estate Plan
Personal Planner
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a...
More
When You Need Help Caring for a Parent
Savvy Living
Where can I turn for caregiving help? I help take care of my 78-year-old mother and work too, and it's wearing me to a...
More
scriptsknown