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.
Current Gifts
Donor Stories
As is the case with many families, there are times each year when Jim and Sharon focus their...
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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential...
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401K Limit Increased to $18,000 for 2015
Washington News
Each October the IRS publishes the increased limits for retirement plans...
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Plan Your Will
Free Wills Guide
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