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 - Family Business Bailouts
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is...
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Washington News - Tax Freedom Day on April 21
Tax Freedom Day on April 21
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax Freedom Day of last...
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Donor Story - A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work....
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