Your contribution, our future
- Support a cause that's important to you with a planned gift
- Put your assets to work with our tax-efficient charitable strategies
- Take advantage of the many tax benefits of making a gift
Learn About Wills Video
Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.
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Planning For Your Future
Should a Joint Tenancy be Part of Your Estate Plan?
Who Needs a Will? Probably, You.
Five Excuses People Give to Avoid Making Their Estate Plan
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Wills Basics
The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney
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Trusts & Healthcare
Do I need a Will, a Living Trust or Both?
Do I Need a Living Trust?
Caring for Your Health When You No Longer Can
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Gifts to Your Family
What is the Right Inheritance to Give to Your Children?
Using a Will or Trust to Make Gifts to Your Heirs
How Your Estate Can Help Your Children and Charity
© 2024 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.