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 Fraud Costs $5.2 Billion

A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud.

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Personal Planner

Personal Planner

Social Security

Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 60, I understand that I can

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Social Security

Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 60, I understand that I can

Find Out More ►

Washington News

Washington News

Tax Fraud Costs $5.2 Billion

A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud.

Find Out More ►

For Advisors

Washington News

Washington News

Tax Fraud Costs $5.2 Billion

A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud.

Find Out More ►