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.
Fixed Income for Retirement
Donor Stories
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire....
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Married Couples and Property
Personal Planner
Accidental Disinheritance Mary was a surviving spouse. She and her first...
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Congress Votes and Departs to Campaign
Washington News
Because the House and Senate have not yet passed a budget for the fiscal...
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Plan Your Will
Free Wills Guide
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