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Your Estate Plan's Quarterback

How to Choose a Personal Representative

Your estate plan is the combination of documents that determine how your assets will be managed and distributed. When you create this plan, one of the most helpful things you can do for your family and beneficiaries is to spell out in detail how you... Read More

Before You Hit the Road...

Whether you’re planning a vacation or preparing for your holiday trip home, the anticipation of traveling is hard to beat. But before you head down the highway or the terminal with your carry-on luggage, don’t forget to complete all of... Read More

A Personal Approach to Giving

A gift in your will is a heartfelt way to support the causes and organizations that are close to your heart. It’s an easy way to support our mission in the future without using any of your assets today. There are two special features that make... Read More

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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