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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Social Security
Personal Planner
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social...
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Congress Considers Retirement Plans
Washington News
As the election clock continues to race forward, the Senate Finance Committee this week passed...
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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