New This Month...

Act Now! Take Advantage of Higher Gift Annuity Payout Rates

Effective July 1, 2008, the suggested rates from the American Council on Gift Annuities will decrease because of current economic conditions. Therefore, if you are considering making this type of charitable gift, you can receive higher payments if you complete your gift prior to July 1, 2008. Read More

How Do You Plan for an Unknown Future?

Between now and 2010, you will see an increase in the amounts of your estate exempt from that tax. A well-written estate plan should include language that will accommodate the changing estate tax rates. Read More

Why Have a Will?

Regardless of your life circumstances or estate size, your will is perhaps the most important document you will create. A thoughtfully crafted will expresses your wishes and values. It also effectively provides for the people and charitable causes important to you. Read More