Estate and Planned Giving

Giving

Providing for Our Children's Future
Donor Stories
Daniel and Maggie York worked for many years building up their nest egg for retirement. While they...
More
Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved...
More
Commissioner Rettig Thanks Taxpayers
Washington News
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is...
More
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
Request Now
scriptsknown

Planned Giving

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