Estate and Planned Giving

Giving

Current Gifts
Donor Stories
As is the case with many families, there are times each year when Jim and Sharon focus their...
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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on...
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IRS Security Summit Highlights Progress
Washington News
On October 17, the IRS held a Security Summit Conference in Washington. In his presentation, and in...
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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.
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We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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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