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

IRS 'Courtesy Disconnect' Hearing

During the recent filing season for 2014 tax returns, IRS Commissioner John Koskinen reported a substantial reduction in IRS phone support. Because of IRS staff

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Personal Planner

Personal Planner

Domicile - Where You Live Affects Your Taxes

A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a $2.5

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Personal Planner

Personal Planner

Domicile - Where You Live Affects Your Taxes

A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a $2.5

Find Out More ►

Washington News

Washington News

IRS 'Courtesy Disconnect' Hearing

During the recent filing season for 2014 tax returns, IRS Commissioner John Koskinen reported a substantial reduction in IRS phone support. Because of IRS staff

Find Out More ►

For Advisors

Washington News

Washington News

IRS 'Courtesy Disconnect' Hearing

During the recent filing season for 2014 tax returns, IRS Commissioner John Koskinen reported a substantial reduction in IRS phone support. Because of IRS staff

Find Out More ►