Planned Giving

Planned Giving

Thank you for visiting our site. I know you will enjoy your trip through the estate planning process. Discover some of the important reasons to provide for & protect your family. Learn about important life decisions involving family, healthcare, finances, and estate planning. This information is provided as a free service and it is updated regularly.
Personal Planner - Your Family Letter - Memorial Services
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 gratitude to...
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Washington News - House Passes Single Higher Education Credit
House Passes Single Higher Education Credit
With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits into a single credit. It was...
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Donor Story - Capital Gains Tax Bypassed
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....
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