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

Updating Your Estimated Tax Payments

With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher

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Personal Planner

Personal Planner

How to Give Property to Children

Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

How to Give Property to Children

Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making

Find Out More ►

Washington News

Washington News

Updating Your Estimated Tax Payments

With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher

Find Out More ►

For Advisors

Washington News

Washington News

Updating Your Estimated Tax Payments

With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher

Find Out More ►