Estate and Planned Giving

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Your Family Letter - Memorial Services
Personal Planner
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of...
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IRS Tips on Spyware, Malware and Phishing
Washington News
IRS Tips on Spyware, Malware and Phishing
In IR-2019-127, the Service outlined useful steps to protect your personal computer data. With the...
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Where to Get Help Paying Your Medicare Costs
Savvy Living
Where to Get Help Paying Your Medicare Costs
Are there any sources you know of that can help me save on my Medicare coverage? I am 65, and live...
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Planned Giving

What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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How to Give
Learn how to make a gift that provides tax benefits and even life income.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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