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.
Gift Annuity for Real Estate
Donor Stories
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over...
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Separate & Joint Property
Personal Planner
"My brother Pete and I own a ranch together," said Joe to his advisor. "We...
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House and Senate Tax Extender Meetings
Washington News
With just two weeks in the brief September legislative session, the only...
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Plan Your Will
Free Wills Guide
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