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Review Your Plans in 2019

A Checklist to Help You Get Started

It’s important to review your estate plans regularly to ensure they still accomplish what you want them to, and to make sure they reflect life’s changes. Events like births, marriages, even new tax laws, should all trigger a review of... Read More

Fast Facts About Planned Giving

If you hear “planned giving” and think it’s only for people older or wealthier than you—or that it’s just too confusing—you’re not alone. However, planned giving is for people of all ages and economic... Read More

5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects what makes you you. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart continues for... Read More

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.