Disclaimer and Privacy Policy

Disclaimer

The information in this website is not offered as legal or tax advice.  Examples of tax benefits are based on the stated IRS Guidelines and on other assumptions which may not apply to your personal situation at the time of your gift.

We suggest that you seek the advice of your tax advisor, attorney, and/or financial planner to make certain your gift is a good choice for your personal circumstances.

All material is presented solely as educational information and is not a solicitation or offer.


Privacy Notice

At JVS we are committed to full legal compliance regarding the privacy of the information that you have entrusted to us.

JVS Security Procedures: We restrict access to non-public personal financial information about you to employees who need to know that information to provide services to you.  We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard you nonpublic personal information.

Medical Information Procedures: Read more »