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Gift Planning

Gift Options

What to Give Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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How to Give Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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Planned Gifts Calculator View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now

Guide to Wills

We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
Sign-Up

eNewsletter

We are delighted to make available to you our quarterly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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Advisor eNewsletter

Our advisor eNewsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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