Estate and Planned Giving

Giving

Leading for the Future
Donor Stories
Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to...
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Living Trust - Life and Death Decisions
Personal Planner
In discussing your living trust with your attorney, there are several very important decisions for...
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Bipartisan Tax Reform Conference Committee
Washington News
Both House and Senate leaders have appointed members of the bipartisan conference committee to...
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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