News

Saturday February 23, 2019

Exciting events are happening at The Family Tree
Our News
Thank you for your interest in The Family Tree. Our hope is to serve you and your family with helpful information.
More
Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
More
Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a...
More
IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS....
More
scriptsknown

Estate Planning Giving

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
More »

E-newsletter Sign Up

Our E-newsletter features current news from Washington, finance information, stories about others who have benefited from giving, calculators and more!
View E-newsletter »