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 - Living Trust vs. Wills
Living Trust vs. Wills
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away just two...
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Washington News - Tax Extenders – One Year or Permanent?
Tax Extenders – One Year or Permanent?
As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR)...
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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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