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

Phone Scams, IRAs and Tax Extensions

The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The

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Personal Planner

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new

Find Out More ►

Washington News

Washington News

Phone Scams, IRAs and Tax Extensions

The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The

Find Out More ►

For Advisors

Washington News

Washington News

Phone Scams, IRAs and Tax Extensions

The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The

Find Out More ►