Thank you for your interest in Estate Planning and Planned Gifts. Our hope is to serve you and your family with helpful information from our website. We have an increasing number of friends who now are benefiting every month from life income gifts, gift annuities and other plans. Thank you for taking the time to explore these benefits.
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....More