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Your Estate Planning Checklist

When life changes, your estate plan should too. Have you recently celebrated the birth of a new family member? Moved to a new state? Experienced a large financial windfall or a loss? Changed relationship status? They are all good reasons to review... Read More

See What Your Will Can Do

It’s More Than a Piece of Paper

A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more. Read More

No Two Legacies Are the Same

We all have a special interest, taste in music or style of clothing that sets us apart. Our personal preferences also factor into the decisions we make—where we live, when we want to retire and how we plan for the future. This applies to... Read More

Information contained herein was accurate at the time of posting. 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