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

House and Senate Tax Extender Meetings

With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing resolution. Rep. Harold Rogers (R-KY)

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Personal Planner

Personal Planner

Separate & Joint Property

"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I

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News

Personal Planner

Personal Planner

Separate & Joint Property

"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I

Find Out More ►

Washington News

Washington News

House and Senate Tax Extender Meetings

With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing resolution. Rep. Harold Rogers (R-KY)

Find Out More ►

For Advisors

Washington News

Washington News

House and Senate Tax Extender Meetings

With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing resolution. Rep. Harold Rogers (R-KY)

Find Out More ►