Estate and Planned Giving

Giving

Tax-Free Sale
Donor Stories
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would...
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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an...
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Top Seven 2016 Tax Law Changes
Washington News
In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact...
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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