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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Bypass the Estate Tax
Personal Planner
On December 17, 2010, the President signed into law The Tax Relief,...
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Check Out Your 2012 Taxes
Washington News
The American Institute of CPAs (AICPA) is offering a new service on the...
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