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...Read More |
Washington News
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program.
IRS Chief Executive Officer Frank J....Read More |
Savvy Living
My spouse and I were recently talking about updating our will and wondered if we should also set up a trust. How do we...Read More |
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