Gift Planning

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.
The Retirement Unitrust
Donor Stories
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several...
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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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Tax Fraud Costs $5.2 Billion
Washington News
A Government Accountability Office (GAO) report published on September 22...
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Plan Your Will
Free Wills Guide
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