Gift Options
What to Give
Find out what to give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. More |
How to Give
Learn how to give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
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Personal Planner
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring....Read More |
Washington News
In IR-2024-137 the Internal Revenue Service (IRS) encouraged taxpayers to make updates to their home to qualify for home energy credits. The credits were significantly expanded by the Inflation...Read More |
Savvy Living
The Affordable Connectivity Program, which subsidizes my monthly internet bill, is about to end. What are my options for...Read More |
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