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With planned giving, you can provide long-lasting support for Optimist International Foundation while enjoying financial benefits for yourself.

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Thursday June 8, 2023

News

Thank you for your interest in Optimist International Foundation. Our hope is to serve you and your family with helpful information. More
Bypass the Estate Tax
Personal Planner
Bypass the Estate Tax
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential...
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Federal Debt Limit Agreement Avoids U.S. Default
Washington News
Federal Debt Limit Agreement Avoids U.S. Default
With a vote of 314 to 117 in the House of Representatives and 63 to 36 in the Senate, Congress sent the Fiscal Responsibility Act of 2023 to the President. When the President signs...
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Social Security Benefits for Family Members
Savvy Living
Social Security Benefits for Family Members
What are the Social Security benefits for family members? What are the qualifications for eligibility? Depending on your specific circumstances, you may be eligible for Social...
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.