PlannedGiving
Back to Main WebsiteMonday April 12, 2021
News
Thank you for your interest in CBMC. Our hope is to serve you and your family with helpful information. More
Personal Planner
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family...More
Washington News
On April 7, 2021, the Internal Revenue Service and the U.S. Department of the Treasury announced that another 25 million Economic Impact Payments...More
Savvy Living
What tips can you offer on helping a parent with his or her finances? My 84-year-old father is having trouble keeping up with his bills and insurance,...More
