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.
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....MORE
Passing Unequal Shares in Your Will
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a...MORE
Benefits From the Saver's Credit
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and moderate-income taxpayers they could benefit from a "Saver's Credit" in 2024.
The Saver's Credit allows...MORE