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.
Sale and Unitrust
Donor Stories
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and...
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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and...
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Obama and Biden 2013 Tax Returns
Washington News
Each year President Barack Obama and Vice-President Joe Biden release...
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Plan Your Will
Free Wills Guide
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