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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Chronic Illness - Care of Your Person
Personal Planner
If you have a chronic illness, your personal planning will need to involve...
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Koskinen Warns of IRS Problems
Washington News
Speaking to the National Society of Accountants (NSA) in Baltimore on...
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Plan Your Will
Free Wills Guide
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