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 - Family Business Bailouts
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president...
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Washington News - Still Time to Extend Until October 15
Still Time to Extend Until October 15
As the April 15 tax-filing deadline approaches, the IRS published IR-2015-68 to remind taxpayers that it is easy to extend the filing deadline to October 15. There is a Free...
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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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