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.
Flexible Deferred Gift Annuity
Donor Stories
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during...
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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had...
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IRS 'Courtesy Disconnect' Hearing
Washington News
During the recent filing season for 2014 tax returns, IRS Commissioner...
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