Planned Giving

Planned Giving

Thank you for visiting our site. I know you will enjoy your trip through the estate planning process. Discover some of the important reasons to provide for & protect your family. Learn about important life decisions involving family, healthcare, finances, and estate planning. This information is provided as a free service and it is updated regularly.
Personal Planner - Family Limited Partnerships
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. While it is uncertain what...
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Washington News - Obama and Biden 2013 Tax Returns
Obama and Biden 2013 Tax Returns
Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama had adjusted gross income of...
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Donor Story - Fixed Income for Retirement
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire....
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