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 Tax Tips for 2015 Returns

In FS-2016-8 the IRS outlined seven tax tips helpful for filing your 2015 tax return. There are many new provisions and changes that may affect your tax

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Personal Planner

Personal Planner

Life Insurance - Costs and Benefits

Let's look at the "top five" reasons people give for not owning life insurance. 1. Too Expensive. "I just cannot afford life insurance right now." 2. Confusing. "We

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Gift Options

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News

Personal Planner

Personal Planner

Life Insurance - Costs and Benefits

Let's look at the "top five" reasons people give for not owning life insurance. 1. Too Expensive. "I just cannot afford life insurance right now." 2. Confusing. "We

Find Out More ►

Washington News

Washington News

IRS Tax Tips for 2015 Returns

In FS-2016-8 the IRS outlined seven tax tips helpful for filing your 2015 tax return. There are many new provisions and changes that may affect your tax

Find Out More ►

For Advisors

Washington News

Washington News

IRS Tax Tips for 2015 Returns

In FS-2016-8 the IRS outlined seven tax tips helpful for filing your 2015 tax return. There are many new provisions and changes that may affect your tax

Find Out More ►