
Impact our future through planned giving
- Touch the lives of others while creating a lasting legacy.
- Find peace of mind through a wide variety of tax benefits.
- Help us achieve our goals for current and future generations.

Impact our future through planned giving
- Touch the lives of others while creating a lasting legacy
- Find peace of mind through a wide variety of tax benefits
- Help us achieve our goals for current and future generations
News
Thursday May 19, 2022
Our News
Thank you for your interest in Sanford Burnham Prebys Medical Discovery Institute. We hope you and your family find this information helpful.More |
Savvy Living
What exactly does Medicare cover when it comes to Alzheimer's disease? My spouse was recently diagnosed with early-stage...More |
Washington News
On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness Week and National Wildfire Awareness Month. Other natural disasters could include tropical storms, tornadoes, winds, floods, landslides and mudslides.
The month of May is an excellent time to begin reviewing your emergency preparedness plan. Part of that plan includes taking steps to protect personal documents and tax-related information.
1. Secure Key Documents — You should gather your tax returns, birth certificates, deeds to property and insurance policies and place them in a waterproof container or a secure location. Many individuals also create a duplicate of key documents and leave those with a trusted person or store them on an external drive.
2. Document Valuables — If there is a natural disaster, you could suffer the loss of valuable collections, furniture and other items in your home....More |
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Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to...More |
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