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...
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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and...
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Obamas and Bidens Publish 2014 Tax Returns
Washington News
Each year President Obama and Vice President Biden publish their tax...
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Plan Your Will
Free Wills Guide
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