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.
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving....MORE
Free Resources That Can Help with Your Medicare Decisions
I am considering making changes to my Medicare coverage during the open-enrollment period. Can you recommend some free resources that can help me decide what changes I should make?
There are a number...MORE
Small Business TCJA Tax Changes
In IR-2018-2003, the IRS reminded small business owners that the Tax Cuts and Jobs Act (TCJA) includes many changes that may reduce or change their taxes. While there are approximately two months left...MORE