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Worcester, MA 01608
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Greater Worcester Digest

Greater Worcester Digest is our bi-monthly e-newsletter especially for Professional Advisors. Subscribe today!

 

Sample Issues

Making Giving Part of a Financial Plan

 

Make Moves to Benefit Family You Leave Behind

Ensuring Accountability

 

Do Charitable Deductions Affect Your Giving?

Focus on Doing Good,
Not Paperwork

 

Will a Charity Put Your Donation to Good Use?

Death and (Less) Taxes

 

Estate Planning and
the Family Home

Build a Tax-Efficient Estate Plan

 

Why Wait to Give Away Your Money?

Giving in a Downturn

 

New Rules Add Work and Rewards for Taxpayers