Thursday February 21, 2019

News

Thank you for your interest in Southwestern Medical Foundation. Our hope is to serve you and your family with helpful information. Learn More

Exciting events are happening at Southwestern Medical Foundation
Planning Matters Fall 2018
Thank you for your interest in Southwestern Medical Foundation. Our hope is to serve you and your family with helpful information.
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Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the...
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IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone...
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Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a decent driver, but I worry about...
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