Choosing an Active Adult Community What tips can you recommend for choosing a good active adult housing community? My husband and I, who recently retired, are planning to relocate to an area closer to our grandkids and are interested in learning more. Read More »
PERSONAL PLANNER
Planning with a Serious Illness If at some point in life you have a serious illness, there are a number of planning options that should be considered. With a serious illness, there are emotional, physical and mental challenges. Read More »
WASHINGTON NEWS
Back-To-School Teacher Deduction As teachers and students prepare to return to school this fall, the Internal Revenue Service reminded educators of the increased expense deduction available in 2022. In IR-2022-148, the IRS noted, “As the new school year begins, the Internal Revenue Service… Read More »
DONOR STORY
Give it Twice Trust While visiting the Wills Planner on our website, June, a surviving spouse, came across the idea of a Give it Twice Trust. Read More »
FREE ESTATE PLANNING GUIDE
It’s never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.