Enewsletter

 
Dear Friend,

You are receiving this informative eNewsletter as a service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.

Wendy Garlock
Director of Philanthropy and Community Relations
 
 
 
 
Personal Planner
Family Business - Sell and Retire
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial base.
 
 
 
Savvy Living
The Letter Your Loved Ones Can Treasure
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really know what they are or how to start one. Can you help?
 
 
 
Donor Story
Gift for a Loved One with Special Needs
Richard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.
 
 
 
Washington News
Child IRA Accounts Launched
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer.
 
 
 
Finances
 
 
 
 
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