What Is New?

Make a Tax-Free Gift With An IRA

IRA charitable rollover

If you are 70½ years old or older, you can take advantage of a simple way to benefit veterans and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as the VFW without having to pay... Read More

5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects what makes you you. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart continues for... Read More

Fast Facts About Planned Giving

If you hear “planned giving” and think it is only for people older or wealthier than you – or that it is just too confusing – you are not alone. However, planned giving is for people of all ages and economic statuses, and it... Read More

Review Your Plans in 2019

A checklist to help you get started

It is important to review your estate plans regularly to ensure they still accomplish what you want them to, and to make sure they reflect life’s changes. Events like births, marriages, even new tax laws, should all trigger a review of your... Read More

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