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. More
Family Business Bailouts
Personal Planner
Joe and June started Children's Clothing Company 30 years ago. They are...
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Free File Still Available for Non-Filers
Washington News
On June 2, 2026, the Internal Revenue Service (IRS) announced that...
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I Have a Will — Do I Also Need a Trust?
Savvy Living
My spouse and I were recently talking about updating our will and wondered...
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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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