Planned Giving
Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....MORE
How to Save Money on Prescription Eyeglasses
What tips can you recommend for finding affordable prescription eyeglasses? I used to have vision insurance through my work but lost it when I turned 65 and signed up for Medicare.
Unfortunately, in...MORE
IRS on Schedule For Tax-Filing Season
IRS Commissioner Charles Rettig testified before the House Ways and Means Oversight Subcommittee on November 20, 2020. He reported that the IRS is on schedule for the upcoming tax season.
Rettig was...MORE