Each week we send out a free eNewsletter with articles covering current and relevant estate and gift planning topics. This page features our current eNewsletter as well as an archive for you to peruse. If you would like our eNewsletter to be delivered directly to your inbox each week, please click on the ENEWSLETTER SIGNUP button.
Current eNewsletter
Saturday | August 15, 2020
WILLS AND TRUSTS
We are excited to share PART 3 of our video series with you! It features information regarding wills and trusts. If you have ever wondered about the differences between wills and trusts, and some of the pros and cons of these documents, we hope you will watch the video!
If you missed PART 1 and PART 2 of our series, you can find them in our video library.
As always, if you have any questions about wills and trusts, or any other estate/gift planning topic, please contact us! CLICK HERE for a list of our regional representatives and their contact information.
FINANCES
SAVVY LIVING
How to Keep a Watchful Eye on an Aging Parent
Can you recommend any services or technology to help me monitor my elderly mother who lives alone? Since the coronavirus pandemic started, my sister and I have noticed that my mom’s health has slipped a bit. We would like to find something that helps us keep…
Read More »
PERSONAL PLANNER
Chronic Illness – Care of Your Person
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer’s, Huntington’s disease, Parkinson’s disease, multiple sclerosis (MS) or other types of…
Read More »
WASHINGTON NEWS
Protecting Your Data from Phishing Scams
As part of the Security Summit, the Internal Revenue Service published a guide on how to protect yourself from phishing scams. The new scams attempt to prey on taxpayers and tax advisors using COVID-19, Economic Impact Payments and taking advantage of…
Read More »
DONOR STORY
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.
PLANNED GIVING CALCULATORS
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.
Content from Crescendo Interactive.
CONTACT US TODAY TO BEGIN THE CONVERSATION
We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care.
Hours
Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed