Estate and Planned Giving

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Wills - Perils of Probate
Personal Planner
Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on...
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Small Business TCJA Tax Changes
Washington News
Small Business TCJA Tax Changes
In IR-2018-2003, the IRS reminded small business owners that the Tax Cuts and Jobs Act (TCJA)...
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Free Resources That Can Help with Your Medicare Decisions
Savvy Living
Free Resources That Can Help with Your Medicare Decisions
I am considering making changes to my Medicare coverage during the open-enrollment period. Can you...
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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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