Your Legacy

You are one whose daily life is jam-packed with giving. You care for your children, your elderly parents, your friends and family, your work and community. You give because it's right.

Caring for your financial health is the right thing to do, too. But, it takes intentional steps to defend the future for you and your family.

You've arrived here at this site... so you must be thinking - what should I do first to create my legacy? A wise start would be to design an effective plan that balances what you have carefully stewarded. Begin your design today!


Plan Your Legacy

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.


Personal Planner - Domicile - Where You Live Affects Your Taxes
Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a $2.5 billion...
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Washington News - Obamas and Bidens Publish 2015 Tax Returns
Obamas and Bidens Publish 2015 Tax Returns
Each year President Obama and Vice President Biden publish their tax returns. For 2015 President and Mrs. Obama paid $81,472 in federal tax on total income of $436,065. The...
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Legacy Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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