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Gift Planning Program

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.
Donor Story While visiting the Wills Planner on our website, June, a surviving spouse, came across the idea of a Give it Twice Trust. ...
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Check Out Your 2012 Taxes
Washington News
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website. Surveys by the AICPA...
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Bypass the Estate Tax
Personal Planner
On December 17, 2010, the President signed into law The Tax Relief,...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Discover the benefits of a planned gift based on your property and goals.
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