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.
Capital Gains Tax Bypassed
Donor Stories
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor,...
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Ten Reasons to Update Your Estate Plan
Personal Planner
You have completed a will and perhaps a revocable living trust. Your...
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IRA Rollover and Tax Extenders Debate
Washington News
As the House and Senate return for the November lame-duck session, both...
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Plan Your Will
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