Tuesday November 28, 2023
Giving News
Thank you for your interest in planned giving! This page is designed to offer helpful third-party resources and news related to planned giving.
Click here to receive regular updates in your inbox at no cost or obligation.
Personal Planner
Where is the Missing Will?
More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true...More
Washington News
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week...More
Savvy Living
What can you tell me about creating an incentive trust? I have concerns about my heir’s financial management skills and would like them to meet...More
.svg)
