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

Tax Filing Season Opens Door to New Scam

As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is

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Personal Planner

Personal Planner

Gifts of Cash

Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes

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Gift Options

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News

Personal Planner

Personal Planner

Gifts of Cash

Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes

Find Out More ►

Washington News

Washington News

Tax Filing Season Opens Door to New Scam

As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is

Find Out More ►

For Advisors

Washington News

Washington News

Tax Filing Season Opens Door to New Scam

As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is

Find Out More ►