You are at: Planned Giving
Thank you for your interest in Citrus Valley Health Partners. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire....
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Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to...
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Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity...
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