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 Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a...
More
House and Senate Tax Extender Meetings
Washington News
With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing...
More
Separate & Joint Property
Personal Planner
"My brother Pete and I own a ranch together," said Joe to his advisor. "We...
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