Saturday September 24, 2022


Thank you for your interest in the Mt. SAC Foundation. Our hope is to serve you and your family with helpful information. More
Separate & Joint Property
Personal Planner
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan to leave 50%...
Treasury Secretary Promises Improved IRS
Washington News
On September 15, 2022, Treasury Secretary Janet Yellen spoke to IRS staff in New Carrollton, Maryland. She highlighted IRS improvements that will result from the Inflation Reduction Act. Yellen...
How to Find Travel Companions for Older Travelers
Savvy Living
I am interested in finding some type of travel companion service to help my elderly parents fly across the country. They are both in their 80s and have health issues, so they will need help getting...

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William Lambert
Executive Director