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Sunday July 23, 2017

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 to Find and Claim Your Family's Unclaimed Money
Savvy Living
I've heard that there are free online search tools that can help people look for lost or forgotten money left behind by...
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Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A...
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Senate Pivots to Tax Reform
Washington News
With the uncertain status of the health care debate, the Senate is now pivoting to potential tax reform. On July 18, the Senate Finance Committee held a hearing on tax reform. Both Senate Finance Committee Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) offered opening statements. Hatch set forth the goals of tax reform as: "Fairness, efficiency, simplicity and American competiveness." He offered three reasons to move forward on tax reform. Hatch continued, "American families, individuals, and businesses collectively spend hundreds of billions of dollars a year—not to...
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