Estate and Planned Giving

Giving

The Retirement Unitrust
Donor Stories
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several...
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Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more personal than many of...
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IRS Tips on Spyware, Malware and Phishing
Washington News
In IR-2019-127, the Service outlined useful steps to protect your personal computer data. With the...
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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