Planned Giving
Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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
How Medicare is Handling Coronavirus
Is Medicare covering testing for the coronavirus? My husband and I are very nervous about this virus and would like to find out if or when we should get tested and how Medicare manages it.
Medicare...MORE
CARES Act - Checks to Individuals
On March 27, 2020, the House and Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Under this massive bill, there will be $1,200 direct payments to individuals. Qualified...MORE