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.
Gift Annuity for Real Estate
Donor Stories
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over...
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Living Trust vs. Wills
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She...
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Tax Extenders – One Year or Permanent?
Washington News
As the Thanksgiving holiday rapidly approaches, there are significant...
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Plan Your Will
Free Wills Guide
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