Your contribution, our future

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift
Planned Giving

Friday December 6, 2019

News

Your Living Trust Choices
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It...
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Year-End Preparation for Taxes
Washington News
In IR-2019-191, the IRS offered suggestions on end of year planning. With...
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How to Create a Safe 'Aging in Place' Home
Savvy Living
My husband and I are thinking about making some modifications to our home...
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