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.
Peace of Mind Gift Annuity
Donor Stories
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy...
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How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods....
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Tax Extenders Signed by President
Washington News
On December 16 the Senate passed the Tax Increase Prevention Act of 2014...
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Plan Your Will
Free Wills Guide
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