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How to Donate Stock

With the stock market regularly breaking records at the closing bell, many of your investments are likely worth more today than what you originally paid for them. Time to sell? If you do, you might have to pay capital gains taxes. There’s a... Read More

4 Insider Tips From a Will Planning Attorney

Proper planning includes involving the right people. Here’s why an attorney is a vital partner in your will planning process. 1. I already have a will, so I’m all set, right? Not necessarily. Unlike antiques and wine, a will... Read More

Tribute Gifts: Your Search for the Perfect Gift Is Over

We all have one: a box in the attic or closet where we put gifts from loved ones that don’t quite match our needs or styles. It’s the “re-gift” stash. This year, you can make sure that your gifts to loved ones stay out of... Read More

Bequest Challenge Match

2016 – Our National Centennial – Planning For Strength In The Next One Hundred Years

I'd like to share an opportunity for you to do something extraordinary. We are paticipating in Planned Parenthood's Centennial Celebration and an exciting Bequest Match Challenge that accompanies it. Cash gifts will be distributed to affiliates... Read More

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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