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 will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years. Given the...

Washington News
Expanded Relief for Hurricane Irma Victims

As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157, the...

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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