Welcome to Planned Giving

Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Personal Planner - Living Trust vs. Wills
Living Trust vs. Wills
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away just two months later on May 19...
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Savvy Living - Free and Low-Cost Legal Services that Help People in Need
Free and Low-Cost Legal Services that Help People in Need
Where can someone turn for free or low-cost legal help? My sister needs some professional legal assistance but she doesn’t have a lot of money. There are actually a number of free and low-cost...
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Washington News - Tax Extenders – One Year or Permanent?
Tax Extenders – One Year or Permanent?
As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR) presented House Ways and...
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