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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Your Plan for Senior Care
Personal Planner
Planning for retirement and senior care is a very important activity. The...
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Con Artists Posing as IRS Agents
Washington News
Timothy Camus, Deputy Inspector General for Investigations at the Treasury...
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Plan Your Will
Free Wills Guide
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