PLANNED GIVING

Impact our future
through planned giving

Touch the lives of others while creating a lasting legacy
Find peace of mind through a wide variety of tax benefits
Help Olive Crest achieve its goals for current and future generations
Free Estate Planning Guide
Free Enewsletter

News

Friday July 19, 2019

Exciting events are happening at Olive Crest
Our News
Thank you for your interest in Olive Crest. Our hope is to serve you and your family with helpful information.
More
How to Make the Most of Your Doctor's Visit
Savvy Living
I manage a large health clinic that treats thousands of patients each year. We have found that patients who come in...
More
Summertime IRS Tax Tips
Washington News
In IR-2019-124, the Service offers helpful tax tips for the summer. During this season, many Americans will get married, buy a home, take a summer job or volunteer and make gifts to a favorite charity. With all these summertime events, you may benefit from understanding the potential tax planning options. Just Married - When you marry, you may take a new name or address. You should contact the Social Security Administration to change your name and ensure proper credit for future retirement benefits. Your address change should be reported to the U.S. Post Office, your employer and the IRS....
More
Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off...
More
scriptsknown