Estate and Planned Giving

Giving

Give it Twice Trust
Donor Stories
While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came...
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Your Living Trust Choices
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will,...
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Year-End Preparation for Taxes
Washington News
In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be...
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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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We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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Planned Giving

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now