Planned Giving

Your Gift. Our Future.

With a Planned Gift, you put your assets to work with our tax-efficient charitable strategies and provide significant support for St. Stephen's Episcopal School students.

News

Sunday January 20, 2019

Can You Deduct Medicare Costs on Your Income
Savvy Living
Can I deduct my Medicare premiums, deductibles and...
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'Give It Twice' Trust
Personal Planner
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to...
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IRS Free File Now Available
Washington News
In IR-2019-2, the IRS announced the availability of the Free File Program. Since the inception of the program, more than 53 million taxpayers have used tax preparation software provided by the Free...
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Address: 6500 St. Stephen's Drive Austin, Texas 78746
Phone: 512-327-1213