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Planned Giving
News
Friday December 1, 2023
Our News
Thank you for your interest in SBCC Foundation. Our hope is to serve you and your family with helpful information.More |
Savvy Living
What can you tell me about creating an incentive trust? I have concerns about my heir’s financial management...More |
Washington News
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week that focuses on protecting the financial information of taxpayers and tax professionals.
The 8th annual National Tax Security Awareness Week is from November 27 to December 1, 2023. The Security Summit is a coalition of the IRS, state tax administrators, tax software companies and the tax professional community.
With the holiday shopping season gathering momentum, the Security Summit partners advised both taxpayers and tax professionals to be...More |
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Personal Planner
Where is the Missing Will?
More than 40 wills were submitted to the probate court, with a multitude of potential heirs...More |
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