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.
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home....MORE
Meal Service Delivery Options for People Who Don't Cook
What types of healthy meal delivery options can you recommend for individuals who don't cook and don't get out much? Since my mom passed away, my dad's diet is terrible and I worry about his...MORE
Congress Considers Retirement Plans
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills.
Many Americans have a 401(k) plan. With a traditional 401(k) plan, the...MORE