Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

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Washington News

Washington News

IRA Rollover and Tax Extenders

Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill

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Personal Planner

Personal Planner

Living Trust - Life and Death Decisions

In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Living Trust - Life and Death Decisions

In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of

Find Out More ►

Washington News

Washington News

IRA Rollover and Tax Extenders

Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill

Find Out More ►

For Advisors

Washington News

Washington News

IRA Rollover and Tax Extenders

Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill

Find Out More ►