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| Greetings! We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planning, gift stories, finance news, and timely articles. We provide this eNewsletter and website to your friends. Please contact us if we can run a proposal or be of assistance to you. |
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Josh Diedrich
Executive Director |
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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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