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Experts say that 70% of Americans do not have a will or estate plan.

This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor.
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Crown College

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Donor Advised Funds and Other Gifts of Assets

Other gifts of assets, such as stocks, real estate, CDs, etc can be beneificial to you and your charity.

Charitable Gift Annuities

A charitable gift annuity (CGA) is a simple arrangement which provides financial benefits to individuals (donors) and charitable organizations.

Alliance Gift Planning

Contact a gift planner for help and information on Estate Planning, Asset Management, Trust or Consultant Services.
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