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

Impersonation Scams Reduce IRS Credibility

IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS

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Personal Planner

Personal Planner

Chronic Illness - Care of Your Property

If you have a chronic illness, you will need to care both for your person and for your property. This article will explain some of the specific preparations that are

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Chronic Illness - Care of Your Property

If you have a chronic illness, you will need to care both for your person and for your property. This article will explain some of the specific preparations that are

Find Out More ►

Washington News

Washington News

Impersonation Scams Reduce IRS Credibility

IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS

Find Out More ►

For Advisors

Washington News

Washington News

Impersonation Scams Reduce IRS Credibility

IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS

Find Out More ►