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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 As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving....
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Tax Fraud Costs $5.2 Billion
Washington News
A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to...
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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income...
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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 eNewsletter. 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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