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 - Chronic Illness - Care of Your Person
Chronic Illness - Care of Your Person
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease,...
MORE
Washington News - Koskinen Warns of IRS Problems
Koskinen Warns of IRS Problems
Speaking to the National Society of Accountants (NSA) in Baltimore on August 21, IRS Commissioner John Koskinen warned of future IRS problems. The two primary challenges for the IRS are budget cuts...
MORE
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.
More
scriptsknown