Estate and Planned Giving

Giving

Sale and Unitrust
Donor Stories
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and...
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Gifts of Stock
Personal Planner
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock...
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IRS Complete 'Dirty Dozen' Tax Scam List
Washington News
Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this...
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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