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

Ten Ways to Reduce Tax Return Errors

In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially to

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Personal Planner

Personal Planner

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.

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Gift Options

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Personal Planner

Personal Planner

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.

Find Out More ►

Washington News

Washington News

Ten Ways to Reduce Tax Return Errors

In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially to

Find Out More ►

For Advisors

Washington News

Washington News

Ten Ways to Reduce Tax Return Errors

In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially to

Find Out More ►