Planned Giving
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 Giving Team will be very pleased to help you.
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving....MORE
Trusts to Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child....MORE
IRS Reminder To Report Digital Asset Income
In IR-2023-12 the Internal Revenue Service (IRS) reminded taxpayers to report all digital asset income on their 2022 income tax returns.
All taxpayers must answer a digital asset question on IRS Form...MORE