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
Social Security

Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 62, I understand that I can take...

Washington News
Congress Considers Retirement Plans

As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a...

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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