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.
Part Gift and Part Sale
Donor Stories
Sue and Jim Wilson bought their first home many years ago. They had planned to build a second home...
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Gift Tax Surprise
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe...
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Identity Theft Takes $11 Billion From IRS
Washington News
At a May 8 Congressional hearing, Treasury Inspector General for Tax...
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