Your Living Legacy

An invitation to share in our life and ministry

Planned Giving

News & Notes

Thank you for your interest in the lives and ministries of the Capuchin friars. Our hope is to serve you and your family with helpful information.

We offer this site to assist you with planning so that your values will extend to future generations. We have helped many individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards.

Monday October 2, 2023

Separate & Joint Property
Personal Planner
"My brother Pete and I own a ranch together," said Joe to his advisor. "We...
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IRS Chatbots Help 13 Million Taxpayers
Washington News
In IR-2023-178 the Internal Revenue Service (IRS) announced the use of...
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Does Medicare Cover Getting a Second Medical Opinion?
Savvy Living
The doctor I currently see thinks I need a knee replacement, but I would...
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