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 - Family Limited Partnerships
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. While it is uncertain what...
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Savvy Living - Driving Safely with Dementia and Knowing When to Quit
Driving Safely with Dementia and Knowing When to Quit
Is it safe for seniors with dementia to drive? If so, when should they stop? My dad has early-stage Alzheimer's disease but still drives himself around town just fine. Most doctors agree that people...
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Washington News - Obamas and Bidens Publish 2014 Tax Returns
Obamas and Bidens Publish 2014 Tax Returns
Each year President Obama and Vice President Biden publish their tax returns. For 2014 President and Mrs. Obama paid $93,362 in federal tax on total income of $477,383. The tax rate is...
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