charitable bequests

Bequest

You designate our organization as the beneficiary of your assets by will, trust or beneficiary designation form.

Read More
Text Resize

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

scriptsknown