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

401K Limit Increased to $18,000 for 2015

Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution

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Personal Planner

Personal Planner

Wills - Perils of Probate

"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared

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Gift Options

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News

Personal Planner

Personal Planner

Wills - Perils of Probate

"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared

Find Out More ►

Washington News

Washington News

401K Limit Increased to $18,000 for 2015

Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution

Find Out More ►

For Advisors

Washington News

Washington News

401K Limit Increased to $18,000 for 2015

Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution

Find Out More ►