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.
A Bequest to Further Good Work
Donor Stories
Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by...
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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various...
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IRS 'Treat Taxpayers Nice' Rules
Washington News
In 1998, Congress passed the IRS Restructuring and Reform Act, which...
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Plan Your Will
Free Wills Guide
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