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Monday, July 27, 2026 |
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Dear John,
You are receiving this informative newsletter as a service we provide to our friends and supporters. You will find up-to-date, helpful information on topics that impact you, your finances, your family and your legacy. We are pleased to share with you the latest news from Washington, gift stories, finance news, savvy living articles and more. Please contact us if we can be of assistance.
[FULL NAME]
[JOB TITLE] |
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Personal Planner |
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Who Will Receive Your Property?
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself.
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Savvy Living |
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How to Make Sure Your End-of-Life Wishes Are Followed
I had a living will with an advance directive prepared about 10 years ago documenting my end-of-life medical wishes, but I have read that these documents are often ignored. Is this true? If so, what can I do to avoid this issue?
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Washington News |
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$1.5 Billion Deposited in Child Retirement Accounts
The Department of Treasury reports there have been 7 million children enrolled in the new child retirement accounts referred to as "Trump Accounts.” An estimated 1.7 million of those accounts are for children born between 2025 and 2028 who qualify...
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FREE ESTATE PLANNING GUIDE |
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It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
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PLANNED GIVING CALCULATORS |
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