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.
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....MORE
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your
heart and show appreciation and...MORE
IRS Tips on Spyware, Malware and Phishing
In IR-2019-127, the Service outlined useful steps to protect your personal computer data. With the growing number of attacks and reports of expensive payments demanded for ransomware, every computer...MORE