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
Bypass the Estate Tax
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes.
Estate...MORE
Federal Debt Limit Agreement Avoids U.S. Default
With a vote of 314 to 117 in the House of Representatives and 63 to 36 in the Senate, Congress sent the Fiscal Responsibility Act of 2023 to the President. When the President signs the bill, the...MORE