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.
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....MORE
How to Make Bathrooms Safer and Easier to Use
What tips can you recommend for making a bathroom safer? My 78-year-old mother has mobility problems and fell getting out of the bathtub last month. I would like to modify her bathroom with some...MORE
IRS Distributes 100 Million Economic Impact Payments
The Internal Revenue Service (IRS) reports that it has made over 100 million Economic Impact Payments (EIPs), as required by the Consolidated Appropriations Act of 2021. On December 30, 2020, the IRS...MORE