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Estate Planning Guide

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Saturday February 16, 2019

News

Thank you for your interest in Lutheran Foundation of the Southwest. Our hope is to serve you and your family with helpful information. More
Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I wish that we had a perfect family, but we must...
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IRS Cautions - Avoid
Washington News
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax...
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How to Save Money on Your Medication
Savvy Living
I take several medications for multiple health conditions and the prices keep going up, even with insurance. Can you recommend any tips that can help me save? The rising cost of prescription drugs is...
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scriptsknown