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Gift Planning

Friday September 30, 2022


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Personal Planner

Married Couples and Property

Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint...

Washington News

COVID Tax Penalty Relief Deadline

With the number of taxpayers who were unable to meet with their tax preparer and file returns during 2019 and...

Savvy Living

Flu Vaccines for Older Adults

I just turned 65 and would like to learn more about the stronger flu shots I see advertised for older adults....

Sandy Garza Sandy Garza, CFRE
Development & Marketing Director
P: 309-674-0105 x 2202