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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 While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give...
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IRS Increases Efforts to Reduce Identity Theft
Washington News
On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen....
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Chronic Illness - Care of Your Property
Personal Planner
If you have a chronic illness, you will need to care both for your person...
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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 e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Discover the benefits of a planned gift based on your property and goals.
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