Estate and Planned Giving

Giving

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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Ten Reasons to Update Your Estate Plan
Personal Planner
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for...
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IRA and 401(k) Contributions in 2020
Washington News
On November 6, 2019, the IRS announced the 401(k) and IRA contribution limits for 2020. The IRA...
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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