What's New?

Check Your Plan's Health

Make Sure It Measures Up

Already have an estate plan? Does it cover everything you need it to? Evaluate your current estate plan below to add up your points. How do you score? If you don’t already have a plan, see what you can accomplish by taking time to plan your... Read More

Do I Need an Estate Plan?

Yes! See Why

No matter your age or income level, having an estate plan is important. It determines more than just who gets your belongings after your lifetime—it creates your legacy by protecting your loved ones and the organizations and places you hold... Read More

How to Keep Your Documents Safe

What Should and Should Not Go in a Safe-Deposit Box

Where do you keep important documents such as your will, mortgage papers and birth certificate? Are they tucked away in a desk drawer or stuffed into your filing cabinet? There’s a better place for them. A safe-deposit box offers a... 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.Privacy Policy | Cookie Policy