YOUR CONTRIBUTION
OUR FUTURE

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

Planned Giving FOR LCA

Monday February 6, 2023

News

Thank you for your interest in Lakewood Catholic Academy. Our hope is to serve you and your family with helpful information. More
Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name—they are called...
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IRS 2022 Tax Return Checklist
Washington News
In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The IRS offered several recommendations that will assist taxpayers and make for a smooth tax preparation year. In addition, we offer a few checklist items...
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What to Do When a Loved One Passes
Savvy Living
What steps need to be taken after a loved one passes away? A family member of mine who has no children was diagnosed with terminal cancer. He has asked me to take care of his affairs so I would like to know how to prepare. The death of a loved one...
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