Gift Planning

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A Gift Planning Counselor in your region will be very pleased to help you.

Learn About Wills There are a variety ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.
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Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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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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Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by...
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Washington News
Senate Majority Leader Harry Reid (D-NV) is negotiating with other Washington leaders to extend the payroll tax cut. Under the Temporary Payroll Tax Cut Continuation Act of...
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