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
Bypass the Estate Tax

There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential...

Washington News
Federal Debt Limit Agreement Avoids U.S. Default

With a vote of 314 to 117 in the House of Representatives and 63 to 36 in the Senate, Congress sent the Fiscal Responsibility Act of 2023 to the President. When the President signs...

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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