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 - Wills - Perils of Probate
Wills - Perils of Probate
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming,...
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Washington News - 401K Limit Increased to $18,000 for 2015
401K Limit Increased to $18,000 for 2015
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution limits...
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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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