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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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on...
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Small Business TCJA Tax Changes
Washington News
In IR-2018-2003, the IRS reminded small business owners that the Tax Cuts and Jobs Act (TCJA)...
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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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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