Keep us thriving with your planned gift
Take advantage of numerous tax and financial benefits
Leave a legacy to be remembered by future generations
You are at: Wills Planner
If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.