We are here to guide you through the steps of planned giving: a plan for the people and property in your life.
Whether have done this before or this is you first effort, we can make it fruitful and joyful.
How to start Contact us and we will work with you on a personal and financial inventory that helps us understand your current situation and desires.
The Four P’s of Estate and Gift Planning:
• People: Your family, dependents, church family, ministries and friends.
• Planning: Matching what you have with those who will be the recipients
• Property: Your assets, real estate, savings, pension funds, and investments
• Planners: The experts who will participate in the planning with you to design a solid and comprehensive estate plan.