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

Obama and Biden 2013 Tax Returns

Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama

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Personal Planner

Personal Planner

Family Limited Partnerships

A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members.

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Gift Options

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Personal Planner

Personal Planner

Family Limited Partnerships

A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members.

Find Out More ►

Washington News

Washington News

Obama and Biden 2013 Tax Returns

Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama

Find Out More ►

For Advisors

Washington News

Washington News

Obama and Biden 2013 Tax Returns

Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama

Find Out More ►