News

10 Reasons You Need To Make A Valid Will

February 22, 2019

Are you among the 66 percent of Americans who don’t have a valid will or estate plan? Here are 10 reasons this task is too important to delay!

Five Reasons To Consider a Charitable Bequest

March 22, 2019

Have you ever wanted to make a gift that has a big impact on [YOUR NONPROFIT]? A bequest is a gift given through your will or trust — and it might allow you to make a much larger gift than you thought possible, without affecting your day-to-day cash flow.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.