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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.
Irrevocable Life Insurance Trust (ILIT)
Protection With a Less-Than-Perfect Family
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family.
Susan: "I...MORE
View a presentation that shows the benefits of a planned gift based on your property and goals.
Give it Twice Trust
While visiting the Wills Planner on our website, June, a surviving spouse, came across the idea of a Give it Twice Trust. ...MORE
Payroll Tax Cut Extended
On February 17, the House and Senate both passed the Middle Class Tax Relief and Job Creation Act of 2012 (H.R. 3630). The 2% payroll tax cut was extended for the full year and compromises were made...MORE |
