Thank you for your inquiry. We will respond to you as soon as possible.
Thank you for your interest in our e-newsletter. Our records indicate that you are already receiving our e-newsletter. If you would like to make changes to your frequency settings, please click on the "My Account" link on the left navigation.
Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time... More
As the tax filing season moves into high gear, tax scammers continue to develop new strategies.
In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover... More
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. More
FREE WILLS GUIDE
Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide. More
Please click on the appropriate link below to register for our weekly e-newsletter. Our e-newsletter features current news from Washington, finance information, stories about others who have benefited from giving, calculators and more! Donor E-newsletter Advisor E-newsletter