The Hidden Benefits of CCRCs
May 6 @ 1:30 pm
Covenant Trust Financial Services representative, Seth Hicks, will share how living in a Continuing Care Retirement Community (CCRC) can have a positive impact on your future, your family and your finances. He’ll present a general overview of the tax benefits available when you move to a CCRC. Plus, hear from our Philanthropy Director and learn more about the many services our community has to ensure a fuller and happier life.
How will your story live on?
At Covenant Living, many friends have found meaningful ways to leave a lasting legacy—supporting the communities they love for generations to come. From honoring family traditions to creating opportunities for others, there are thoughtful ways to make a difference that reflects what matters most to you.
Learn more about leaving a legacy: bit.ly/3VcDdUf ... See MoreSee Less
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Celebrating Labor Day with heartfelt gratitude for our incredible teams at Covenant Living! Your dedication and compassion make every day brighter for our residents.
Today, we honor and thank you for your hard work and commitment to excellence. Happy Labor Day! ... See MoreSee Less
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Planning for the future is one of the greatest gifts you can leave your loved ones. A thoughtful estate plan ensures your wishes are honored, protects your family, and can even make settling your affairs easier for those you care about most.
Not sure where to start? Here’s a helpful guide to walk you through the basics: ... See MoreSee Less
Learn About Wills and Bequests
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or fina...Comment on Facebook