“As my ancestors planted for me, so do I plant for those who will come after me.” - TALMUD

Planned gifts can be be percentages or dollar amounts of an estate and are a great way for middle class families to give the major gift they wished they could have given during their lifetime.  It's also a way for the wealthy to save significant taxes (potentially can wipe out all tax liability).

​Our legal name is:


EIN 82-1322733

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