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Estate Planning Guide

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Saturday February 8, 2025

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Thank you for your interest in Lutheran Foundation of the Southwest. Our hope is to serve you and your family with helpful information. More
How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust. For individuals who have moderate or...
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Top Tax Tips for Easy Filing
Washington News
On January 30, 2025, the Internal Revenue Service (IRS) published six top tips to make filing a 2024 tax return easier. The IRS explained these tips are also available on IRS.gov on the “Let us...
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How Long to Keep Financial Records
Savvy Living
Is there a rule of thumb on how long someone should keep their financial documents? I have filing cabinets filled with receipts, bank statements and tax returns that I would like to toss. As we get...
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