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Wills - Perils of Probate

Personal Planner

Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential...

E-Newsletter

We are delighted to make available to you our weekly planned giving e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles....
IRS Struggles With Unopened Mail Backlog

Washington News

IRS Struggles With Unopened Mail Backlog
On October 13, 2020, the IRS acknowledged that it was still struggling with...
How to Create an Online Memorial for a Departed Loved One

Savvy Living

How to Create an Online Memorial for a Departed Loved One
My mother passed away last week, and because of COVID we did not have a...
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