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
Who Will Receive Your Property?

"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself. Should I...

Washington News
Two-Income Families Benefit from "Paycheck Checkup"

In IR-2018-124, the Service offered a "Paycheck Checkup" for families with two incomes. The IRS Withholding Calculator on www.IRS.gov helps couples with two or more...

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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