Planned Giving

Successful Planned Giving results in the achievement of fulfilling your wishes to benefit your family and your community. The focus should always be on protecting your family as well as your legacy. Planned Gift products are simply the tools to allow you to achieve these objectives in a most tax advantageous fashion. Please allow us to help you fully recognize the success you have achieved during your lifetime. You deserve it! After all, that is what hard work is all about. Enjoy the various tools on this website at your leisure, and contact us at your convenience for assistance with exploring your particular circumstances and objectives. Remember, this is really all about you, your family, and your legacy. If you would like to have me contact you, please click here.

Greg Mattox
Planned Giving Director
Personal Planner - Family Business Bailouts
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is...
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Washington News - Tax Freedom Day on April 21
Tax Freedom Day on April 21
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax Freedom Day of last...
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Charitable Gift Annuities Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.
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