Golden Ticket to Tax Savings with Linda C. Kanter, EA
February 12 @ 1:00 pm
Did you know that moving to a continuing care retirement community like ours offers exceptional tax savings and advantages? Linda C. Kanter, EA from Kanter Tax & Trust Consulting, Inc., will be here to break down the specifics and help you understand your options so you can make the best possible decisions for you and your family. She’ll detail how you can:
• Deduct entrance fees as medical expenses
• Maximize tax benefits for charitable contributions
• Navigate the latest tax law changes with confidence
In today’s economic uncertainty, make sure you don’t miss this informative presentation!
Looking back to Covenant Living at Mount Miguel's 60th anniversary, where residents like Ray filled their mornings with Aqua Fit and neighbors became friends. 💙
Sixty years ago, this land was nothing but sagebrush. Today those towering pine trees and a close-knit community are the heart of Mount Miguel. Just ask resident, Linda Sendell, who attended the groundbreaking as a teenager and now proudly calls this place home.
Six decades in, the founders' vision is still going strong. ✨ ... See MoreSee Less
Comment on Facebook
August is National Make-A-Will Month, making it the perfect time to create or review one of the most important documents you'll ever have.
Did you know our partners, Covenant Trust, can help guide you through the estate planning process? While Covenant Trust doesn't draft wills, they can help facilitate the conversation and connect you with an estate planning attorney as part of your overall financial planning team.
Whether you're creating your first will or updating an existing one, having a current will helps ensure your wishes are documented and can provide peace of mind for you and your loved ones.
To learn more visit bit.ly/4xvpI2L or call (800) 483-2177. ... See MoreSee Less
Covenant Trust - Investing With Purpose
bit.ly
Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services an...Comment on Facebook
Touring senior living communities? A few good questions can tell you a lot. 📝
Before you visit, consider asking about:
✅ What’s included in the monthly fee
✅ Options for care as needs change over time
✅ Dining, activities, and daily life
✅ How the community supports residents’ independence
The right questions help you feel confident about the next step. ... See MoreSee Less
Comment on Facebook