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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'Give It Twice' Trust
Personal Planner
A very popular option for a parent with children is called the "Give It...
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White House Tax Proposals
Washington News
In the State of the Union Address on January 20, President Obama outlined...
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Plan Your Will
Free Wills Guide
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