Estate and Planned Giving

Giving

Property Turns Into Income
Donor Stories
Miranda lived in the family home where she and her spouse had raised their children. After her...
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How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have...
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The New 'Taxpayer Friendly' IRS?
Washington News
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for...
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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