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Planned Giving
Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...MORE
Are you looking for a secure source of fixed income for now or for your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.MORE
Sen. Reid Supports Tax Extenders
Senate Majority Leader Harry Reid (D-NV) is negotiating with other Washington leaders to extend the payroll tax cut. Under the Temporary Payroll Tax Cut Continuation Act of 2011 (H.R. 3765), the...MORE
How to Get Your Affairs in Order
"I would like to get my personal and financial information organized so my kids will know what's going on if I die or become incapacitated. Any tips would be appreciated."
Organizing your important...MORE
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