Planned Giving

Welcome! We are pleased that you are interested in learning about the many benefits of gift plans. If you have any questions about now you may benefit through a planned gift, please call us at (323) 539-2031. A member of our Planned Giving Team will be very pleased to help you.

Personal Planner
Married Couples and Property

Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away,...

Washington News
Protect Yourself from Hurricanes, Floods and Tornadoes

At publication time, Hurricane Florence is moving through North and South Carolina. Federal and state first responders are braving many risks to rescue trapped individuals....

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.

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