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

Tax Extenders – One Year or Permanent?

As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden

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Personal Planner

Personal Planner

Living Trust vs. Wills

Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away

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Gift Options

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News

Personal Planner

Personal Planner

Living Trust vs. Wills

Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away

Find Out More ►

Washington News

Washington News

Tax Extenders – One Year or Permanent?

As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden

Find Out More ►

For Advisors

Washington News

Washington News

Tax Extenders – One Year or Permanent?

As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden

Find Out More ►