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.
Part Gift and Part Sale
Donor Stories
Susan and Kevin bought their first home many years ago. They had planned to build a second home so...
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Chronic Illness - Care of Your Property
Personal Planner
If you have a chronic illness, you will need to care both for your person...
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Whopper of an Inversion
Washington News
Burger King, Inc. announced this week that it would acquire the Canadian...
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Plan Your Will
Free Wills Guide
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