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 323-539-2185. A member of our Planned Giving Team will be very pleased to help you.

Personal Planner
Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean...

Washington News
Protect Yourself From Fires and Hurricanes This Summer

On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness...

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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