Planned Giving
- Provide Vital Community Support
- Enjoy Tax Benefits
- Contribute to a Bright Future
IRA Charitable Rollover
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
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Charitable Remainder
Unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!
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Learn About Wills Video
Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.
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Planning For Your Future
Should a Joint Tenancy be Part of Your Estate Plan?
Who Needs a Will? Probably, You.
Five Excuses People Give to Avoid Making Their Estate Plan
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Wills Basics
The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney
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Trusts & Healthcare
Do I need a Will, a Living Trust or Both?
Do I Need a Living Trust?
Caring for Your Health When You No Longer Can
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Gifts to Your Family
What is the Right Inheritance to Give to Your Children?
Using a Will or Trust to Make Gifts to Your Heirs
How Your Estate Can Help Your Children and Charity