PROVIDING FOR Yourself YOUR Loved Ones AND Our Cause

Each spring is a new beginning and a good opportunity to set goals for the rest of the year and beyond. Now is an excellent time to consider charitable gift and estate planning strategies.

Please contact us for a free personal consultation.

Planned Giving

Planned Giving

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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.