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Gift Planning

Create Your Plan

What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.
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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Plan Your Will 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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Learn About Wills There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.
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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.
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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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