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.
Tax-Free Sale
Donor Stories
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would...
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Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more...
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House Passes Single Higher Education Credit
Washington News
With a vote of 227-187, the House passed the Student and Family Tax...
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Plan Your Will
Free Wills Guide
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