Monthly Features

What Tax Changes Mean for You in 2015

More than 40 tax provisions will change because of inflation rates in 2015. Here is a brief summary of the changes and how they may affect you. [More]

10 New Year's Resolutions for Your Estate

A new year is here, which has many of us making resolutions to improve our overall health. Maintaining a healthy estate plan can help ensure the well-being of your loved ones. Consider setting these resolutions for your estate. [More]

Is This Gift Right for You?

See if you fit the profile of a charitable gift annuity donor. [More]

Goals & Gifts

How will you build the best gift? [More]

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