Planned Giving


Tuesday March 20, 2018

Our News
Exciting events are happening at University of California, Irvine
hank you for your interest in University of California, Irvine. Our hope is to serve you and your family with helpful information.
Personal Planner
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is...
Savvy Living
How to Choose a Memory Care Unit
My mom has Alzheimer's disease and has gotten to the point that she cannot live at home any longer. I need to find a...
Washington News
Securing Your Personal Data
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps to protect data. These steps also reduce the risk of identity theft by making it more difficult for a tax thief to acquire your tax and financial information. Personal Information - You should protect your Social Security Number, credit card numbers, bank numbers and other financial information. Provide this information only as needed and be careful to limit the information provided when possible. Save your passwords in a secure location or use a password software program with encryption to...