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.
Property Turns Into Income
Donor Stories
Miranda lived in the family home where she and her spouse had raised their children. After her...
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Living Trust - Life and Death Decisions
Personal Planner
In discussing your living trust with your attorney, there are several very...
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IRA Rollover and Tax Extenders
Washington News
Following House passage of the Tax Increase Prevention Act of 2014 (H.R....
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Plan Your Will
Free Wills Guide
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