Gift Planning

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Touch the lives of others while creating a lasting legacy

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Help us achieve our goals for current and future generations

News

Saturday January 16, 2021

Exciting events are happening at Neumann University
Our News
Thank you for your interest in Neumann University. Our hope is to serve you and your family with helpful information.
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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
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Is Social Security Income Taxable?
Savvy Living
I understand that a portion of Social Security benefits may be taxable even when I retire. Can you tell me how to...
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IRS FAQ on Economic Impact Payments
Washington News
As millions of direct deposits, paper checks and debit cards are being issued to individuals, the IRS published...
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