Estate & Gift Planning

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Philanthropy With Applause
As you contemplate your charitable plans, the first decision you should make is: Should you give more now, or should you wait?  More...

Cycles of a Will
International terrorism, the frightening erosion of your retirement plans and the plunging numbers on Wall Street may bring to mind how easily economic standards can become uncertain and our investments diminished. You're suddenly more conscious than ever of life, of the future, of making plans for your heirs and of updating or creating your will.  More...

Seven Costly Estate Planning Fallacies
Should your estate plan cause you concern? Maybe you already have an estate plan--but how old is it? Perhaps you made a will years ago and you're satisfied that is all you need. If you're married, is joint ownership all that is necessary? If you're single, you may feel you don't have to plan.  More...

Discover Valuable Lessons With Our Free ebrochures
If you have any questions about wills, life insurance, charitable gift annuities or any other of a wide variety of estate planning topics, our free ebrochures have the answers.   More...