Donor Stories
Barbara J. Roberts
Barbara J. Roberts never thought she would be in a position to make a planned gift. Therefore, she is thrilled to be...
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Personal Planner
Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals,...
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Washington News
Premium Tax Credit Approved
In a 6-3 decision published on June 25, the Supreme Court upheld the Premium Tax Credit Plan under...
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