What Tax Changes Mean for You in 2015
More than 40 tax provisions will change because of inflation rates in 2015. Here is a brief summary of the changes and how they may affect you. More
10 New Year's Resolutions for Your Estate
A new year is here, which has many of us making resolutions to improve our overall health. Maintaining a healthy estate plan can help ensure the well-being of your loved ones. Consider setting these resolutions for your estate. More
Is This Gift Right for You?
See if you fit the profile of a charitable gift annuity donor. More
Goals & Gifts
How will you build the best gift? More