Give
 
 

Gift Planning Program

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.
Donor Story Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a...
More
Tax Extenders Signed by President
Washington News
On December 16 the Senate passed the Tax Increase Prevention Act of 2014 (H.R. 5771). The 76-16 vote showed overwhelming...
More
How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods....
More
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
Sign Up
Discover the benefits of a planned gift based on your property and goals.
More
scriptsknown