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Friday April 19, 2019

Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

How SSI Can Help Low-Income Seniors and the Disabled
Savvy Living
What can you tell me about the Supplemental Security Income program and what are the eligibility requirements? My father...
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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save...
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Last-Minute Tax Filing Help
Washington News
In IR-2019-67, the Service urged taxpayers to use www.irs.gov for last-minute tax assistance. Tax-filing day is April 15, 2019 (or April 17 for Maine and Massachusetts due to holidays). The IRS offers five filing tips for last-minute taxpayers. View Your Account Information — You can go online and log in to your IRS account. On that account, you can view your amount owed, pay online and even set up your online payment agreement. Go to IRS.gov/SecureAccess to view the authentication methods. IRS YouTube — The IRS has extensive videos that explain how to file for an extension, how...
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