Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Create a lasting legacy with your gift. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Get Started
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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.
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
The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney
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
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
