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 - Integrity and Initiative
Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our...
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Washington News - No Tax on Olympic Medals
No Tax on Olympic Medals
With a unanimous voice vote, the Senate on July 12 passed the United States Appreciation for Olympians and Paralympians Act (S. 2650). The bill was cosponsored by Sen. John...
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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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