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.
Give it Twice Trust
Donor Stories
While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came...
More
Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential...
More
401K Limit Increased to $18,000 for 2015
Washington News
Each October the IRS publishes the increased limits for retirement plans...
More
scriptsknown
Close
mute videopause video
Plan Your Will
Free Wills Guide
Contact Us