Estate and Planned Giving

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Ten Reasons to Update Your Estate Plan
Personal Planner
Ten Reasons to Update Your Estate Plan
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for...
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IRA and 401(k) Contributions in 2020
Washington News
IRA and 401(k) Contributions in 2020
On November 6, 2019, the IRS announced the 401(k) and IRA contribution limits for 2020. The IRA...
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How to Choose a Walk-in Bathtub
Savvy Living
How to Choose a Walk-in Bathtub
Because of my mobility problems, I am thinking about getting a walk-in bathtub that’s easy to...
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Planned Giving

What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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How to Give
Learn how to make a gift that provides tax benefits and even life income.
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Plan Your Will
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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