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
Gifts of Homes

Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space. Other families think they want to purchase a...

Washington News
IRS Tips on How to Find a Qualified Tax Preparer

As tax-filing season moves into high gear, many taxpayers realize they will need professional assistance to complete their 2017 tax returns. In IR-2018-41 and FS-2018-5, the IRS...

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.