Gift Planning Program

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.

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some...
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Washington News

Sen. Reid Supports Tax Extenders

Senate Majority Leader Harry Reid (D-NV) is negotiating with other...
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Donor Story

Property Turns Into Income

Miranda Jackson lived in the family home where she and her husband had raised their children. After...
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Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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eNewsletter Sign-Up

We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Gift Options

Discover the benefits of a planned gift based on your property and goals.
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