• Free Wills Guide

    Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide. This helpful resource may enable you to identify important information to successfully plan your estate. You may also ask a question in the comments section.

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    Electronic/PDF Wills Guide
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    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.