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

No Significant Change In Tax Gap

The IRS reports that there is “no significant change” in the tax gap. The tax gap is the shortfall in tax collections. It is measured each year to

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Personal Planner

Personal Planner

Zero-Tax Cash and Trust

About 15 years ago Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited

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Gift Options

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News

Personal Planner

Personal Planner

Zero-Tax Cash and Trust

About 15 years ago Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited

Find Out More ►

Washington News

Washington News

No Significant Change In Tax Gap

The IRS reports that there is “no significant change” in the tax gap. The tax gap is the shortfall in tax collections. It is measured each year to

Find Out More ►

For Advisors

Washington News

Washington News

No Significant Change In Tax Gap

The IRS reports that there is “no significant change” in the tax gap. The tax gap is the shortfall in tax collections. It is measured each year to

Find Out More ►