Sunday June 14, 2026

Giving News

We hope you find these resources beneficial as you explore estate and gift planning.

Personal Planner

Personal Planner

Family Limited Partnerships

A family limited partnership (FLP) is usually created by parents. It has

Washington News

Washington News

27 States Opt Into New Scholarship Tax Credit

The Internal Revenue Service (IRS) recently announced that 27 states have

Savvy Living

How to Use AI and Protect Yourself from Scams

I keep hearing about AI in the news and how it is being used in scams. I am

Finance News

Learn about the latest news in the stock, bond and housing markets.